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 | $337,740 | $183,592+84.0% | $155,567+117.1% | $145,959+131.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.08% | 61.24%-51.2pp | 64.74%-54.7pp | 561.95%-551.9pp |
| Employer contribution / active EE | $330 | $5,315-93.8% | $4,674-93.0% | $4,661-92.9% |
| Participant deferral / active EE | $2,241 | $6,464-65.3% | $5,628-60.2% | $6,689-66.5% |
| Admin fee / account holder | $286 | $19,318-98.5% | $15,916-98.2% | $13,398-97.9% |