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 | $388,957 | $105,126+270.0% | $94,646+311.0% | $139,434+179.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.81% | 38.03%-20.2pp | 156.71%-138.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | -$1,260 | $4,106-130.7% | $3,672-134.3% | $4,751-126.5% |
| Participant deferral / active EE | $15,407 | $7,599+102.7% | $7,418+107.7% | $6,710+129.6% |
| Admin fee / account holder | $138 | $8,984-98.5% | $7,231-98.1% | $11,403-98.8% |