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 | $454,630 | $152,587+197.9% | $125,175+263.2% | $152,861+197.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.50% | 54.84%-31.3pp | 43.79%-20.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $21,500 | $5,868+266.4% | $4,937+335.5% | $5,850+267.5% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |