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 | $210,408+188.2% | $153,485+295.1% | $145,922+315.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.38% | 13.37%+5.0pp | 15.65%+2.7pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,216 | $6,048-79.9% | $5,039-75.9% | $4,660-73.9% |
| Participant deferral / active EE | $2,431 | $7,975-69.5% | $6,757-64.0% | $6,688-63.7% |
| Admin fee / account holder | $8 | $19,419-100.0% | $12,724-99.9% | $13,397-99.9% |