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 | $291,044 | $138,044+110.8% | $125,339+132.2% | $134,475+116.4% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -16.71% | 750.33%-767.0pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $488 | $5,243-90.7% | $4,814-89.9% | $4,740-89.7% |
| Participant deferral / active EE | $10,520 | $7,799+34.9% | $7,446+41.3% | $6,400+64.4% |
| Admin fee / account holder | $256 | $11,571-97.8% | $10,010-97.4% | $11,426-97.8% |