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 | $445,206 | $159,901+178.4% | $146,958+202.9% | $145,922+205.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.16% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,082 | $5,286-60.6% | $4,933-57.8% | $4,660-55.3% |
| Participant deferral / active EE | $1,418 | $8,428-83.2% | $8,070-82.4% | $6,688-78.8% |
| Admin fee / account holder | $31 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |