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 3-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 | $363,540 | $108,912+233.8% | $100,383+262.2% | $145,959+149.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.90% | 57.96%-46.1pp | 49.26%-37.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $104 | $4,423-97.6% | $3,944-97.4% | $4,661-97.8% |
| Participant deferral / active EE | $15,333 | $8,451+81.4% | $8,086+89.6% | $6,689+129.2% |
| Admin fee / account holder | $6 | $9,690-99.9% | $7,900-99.9% | $13,398-100.0% |