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 9-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 | $331,028 | $92,703+257.1% | $82,719+300.2% | $134,475+146.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.75% | 944.92%-960.7pp | 701.18%-716.9pp | 417.96%-433.7pp |
| Employer contribution / active EE | $340 | $3,274-89.6% | $3,009-88.7% | $4,740-92.8% |
| Participant deferral / active EE | $680 | $4,802-85.8% | $4,395-84.5% | $6,400-89.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |