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 | $319,011 | $176,056+81.2% | $159,436+100.1% | $167,490+90.5% |
| Participation rate | 77.8% | 84.9%-7.2pp | 82.8%-5.0pp | 82.1%-4.3pp |
| Annual return | 21.04% | 331.75%-310.7pp | 263.57%-242.5pp | 478.56%-457.5pp |
| Employer contribution / active EE | $572 | $5,297-89.2% | $4,829-88.2% | $4,837-88.2% |
| Participant deferral / active EE | $9,016 | $7,750+16.3% | $7,352+22.6% | $6,341+42.2% |
| Admin fee / account holder | $246 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |