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.
Participant 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 | $416,194 | $183,963+126.2% | $162,163+156.7% | $152,861+172.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 18.70% | 150.76%-132.1pp | 115.59%-96.9pp | 345.32%-326.6pp |
| Employer contribution / active EE | $29,837 | $6,371+368.3% | $5,614+431.5% | $4,762+526.5% |
| Participant deferral / active EE | $2,432 | $8,034-69.7% | $7,298-66.7% | $5,850-58.4% |
| Admin fee / account holder | $180 | $13,121-98.6% | $10,843-98.3% | $11,596-98.5% |