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 | $606,368 | $210,343+188.3% | $153,432+295.2% | $145,959+315.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.38% | 13.38%+5.0pp | 15.66%+2.7pp | 561.95%-543.6pp |
| Employer contribution / active EE | $1,216 | $6,047-79.9% | $5,038-75.9% | $4,661-73.9% |
| Participant deferral / active EE | $2,431 | $7,977-69.5% | $6,757-64.0% | $6,689-63.7% |
| Admin fee / account holder | $8 | $19,424-100.0% | $12,725-99.9% | $13,398-99.9% |