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 | $320,561 | $111,535+187.4% | $105,223+204.6% | $137,256+133.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.46% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,542 | $3,939-60.9% | $3,689-58.2% | $4,156-62.9% |
| Participant deferral / active EE | $1,100 | $5,500-80.0% | $5,072-78.3% | $6,407-82.8% |
| Admin fee / account holder | $34 | $9,721-99.7% | $8,859-99.6% | $12,270-99.7% |