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 | $335,096 | $88,583+278.3% | $88,497+278.7% | $273,961+22.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 10.29% | 5.68%+4.6pp | 7.63%+2.7pp | 41.45%-31.2pp |
| Employer contribution / active EE | $506 | $4,502-88.8% | $4,036-87.5% | $4,869-89.6% |
| Participant deferral / active EE | $15,626 | $4,891+219.5% | $4,899+218.9% | $5,287+195.5% |
| Admin fee / account holder | $89 | $8,980-99.0% | $6,220-98.6% | $10,132-99.1% |