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 | $1,395,414 | $209,411+566.4% | $178,490+681.8% | $158,922+778.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 10.79% | 188.75%-178.0pp | 151.07%-140.3pp | 302.83%-292.0pp |
| Employer contribution / active EE | $851 | $5,706-85.1% | $5,011-83.0% | $4,761-82.1% |
| Participant deferral / active EE | $12,250 | $5,954+105.7% | $5,202+135.5% | $5,982+104.8% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |