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 | $921,753 | $227,553+305.1% | $189,557+386.3% | $167,490+450.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 23.46% | 78.40%-54.9pp | 64.17%-40.7pp | 478.56%-455.1pp |
| Employer contribution / active EE | $318 | $5,316-94.0% | $4,412-92.8% | $4,837-93.4% |
| Participant deferral / active EE | $11,658 | $7,002+66.5% | $6,174+88.8% | $6,341+83.8% |
| Admin fee / account holder | $8 | $11,878-99.9% | $9,807-99.9% | $12,309-99.9% |