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 | $398,050 | $154,117+158.3% | $129,995+206.2% | $139,434+185.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 24.76% | 32.48%-7.7pp | -137.18%+161.9pp | 372.94%-348.2pp |
| Employer contribution / active EE | $958 | $5,289-81.9% | $4,320-77.8% | $4,751-79.8% |
| Participant deferral / active EE | $4,767 | $6,710-29.0% | $5,820-18.1% | $6,710-29.0% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |