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.
Participant 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 | $288,743 | $163,101+77.0% | $136,749+111.1% | $142,382+102.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.15% | 27.54%-7.4pp | 24.33%-4.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,178 | $4,117-47.1% | $3,400-35.9% | $4,299-49.3% |
| Participant deferral / active EE | $308 | $5,585-94.5% | $4,692-93.4% | $6,507-95.3% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |