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 | $493,096 | $214,378+130.0% | $200,582+145.8% | $142,382+246.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.98% | 46.41%-24.4pp | 42.33%-20.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $216 | $6,841-96.8% | $6,419-96.6% | $4,299-95.0% |
| Participant deferral / active EE | $15,391 | $9,865+56.0% | $9,331+64.9% | $6,507+136.5% |
| Admin fee / account holder | $189 | $17,692-98.9% | $16,305-98.8% | $12,624-98.5% |