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 | $357,045 | $102,828+247.2% | $105,387+238.8% | $152,861+133.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.18% | 20.85%+1.3pp | 26.82%-4.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $899 | $4,473-79.9% | $4,213-78.7% | $4,762-81.1% |
| Participant deferral / active EE | $6,318 | $5,465+15.6% | $5,502+14.8% | $5,850+8.0% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |