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 | $505,673 | $159,934+216.2% | $147,005+244.0% | $145,959+246.4% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 23.75% | 98.24%-74.5pp | 418.76%-395.0pp | 561.95%-538.2pp |
| Employer contribution / active EE | -$42 | $5,287-100.8% | $4,934-100.8% | $4,661-100.9% |
| Participant deferral / active EE | $7,172 | $8,427-14.9% | $8,070-11.1% | $6,689+7.2% |
| Admin fee / account holder | $1 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |