See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $396,899 | $70,606+462.1% | $53,898+636.4% | $142,382+178.8% |
| Participation rate | 86.4% | 63.7%+22.7pp | 55.0%+31.4pp | 80.1%+6.2pp |
| Annual return | 15.67% | 619.81%-604.1pp | 528.60%-512.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $7,043 | $1,202+485.9% | $932+655.6% | $4,299+63.8% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |