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 | $289,175 | $148,534+94.7% | $135,903+112.8% | $139,434+107.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.23% | 79.19%-58.0pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $933 | $5,243-82.2% | $4,856-80.8% | $4,751-80.4% |
| Participant deferral / active EE | $4,199 | $8,100-48.2% | $7,758-45.9% | $6,710-37.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |