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 | $415,250 | $150,197+176.5% | $120,368+245.0% | $145,959+184.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.27% | 154.26%-139.0pp | 107.26%-92.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $14,628 | $6,174+136.9% | $4,991+193.1% | $6,689+118.7% |
| Admin fee / account holder | $11 | $12,216-99.9% | $9,429-99.9% | $13,398-99.9% |