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 | $382,174 | $135,952+181.1% | $123,892+208.5% | $273,961+39.5% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 15.21% | 56.63%-41.4pp | 47.52%-32.3pp | 41.45%-26.2pp |
| Employer contribution / active EE | $667 | $5,170-87.1% | $4,617-85.6% | $4,869-86.3% |
| Participant deferral / active EE | $5,221 | $6,343-17.7% | $5,984-12.8% | $5,287-1.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |