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 7-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 | $345,677 | $183,519+88.4% | $155,509+122.3% | $145,922+136.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.60% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $4,282 | $5,313-19.4% | $4,672-8.4% | $4,660-8.1% |
| Participant deferral / active EE | $618 | $6,462-90.4% | $5,626-89.0% | $6,688-90.8% |
| Admin fee / account holder | $273 | $19,313-98.6% | $15,912-98.3% | $13,397-98.0% |