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 | $282,310 | $180,449+56.4% | $154,107+83.2% | $135,375+108.5% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -7.00% | 888.09%-895.1pp | 735.12%-742.1pp | 519.73%-526.7pp |
| Employer contribution / active EE | -$2,040 | $6,035-133.8% | $5,298-138.5% | $4,779-142.7% |
| Participant deferral / active EE | $5,322 | $5,806-8.3% | $5,081+4.8% | $5,609-5.1% |
| Admin fee / account holder | $111 | $16,143-99.3% | $13,411-99.2% | $10,827-99.0% |