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.
Employer 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 | $1,988,866 | $99,032+1908.3% | $80,019+2385.5% | $135,375+1369.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -1.10% | 15.39%-16.5pp | 11.22%-12.3pp | 519.73%-520.8pp |
| Employer contribution / active EE | $269 | $3,043-91.2% | $2,468-89.1% | $4,779-94.4% |
| Participant deferral / active EE | $16,333 | $4,282+281.4% | $3,686+343.2% | $5,609+191.2% |
| Admin fee / account holder | $275 | $10,436-97.4% | $6,521-95.8% | $10,827-97.5% |