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.
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 | $417,248 | $154,228+170.5% | $145,433+186.9% | $137,256+204.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.76% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $21,366 | $4,804+344.8% | $4,554+369.1% | $4,156+414.1% |
| Participant deferral / active EE | $1,672 | $8,216-79.6% | $7,897-78.8% | $6,407-73.9% |
| Admin fee / account holder | -$750 | $14,344-105.2% | $13,129-105.7% | $12,270-106.1% |