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 | $519,324 | $127,065+308.7% | $113,168+358.9% | $142,382+264.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.33% | 24.03%-5.7pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,547 | $3,442+32.1% | $2,975+52.8% | $4,299+5.8% |
| Participant deferral / active EE | $1,733 | $5,716-69.7% | $5,107-66.1% | $6,507-73.4% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |