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 5-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 | $328,482 | $86,286+280.7% | $111,297+195.1% | $85,850+282.6% |
| Participation rate | 98.7% | 73.3%+25.4pp | 77.3%+21.4pp | 69.3%+29.4pp |
| Annual return | 0.00% | 19.99%-20.0pp | 54.65%-54.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $737 | $2,043-63.9% | $2,731-73.0% | $2,565-71.2% |
| Participant deferral / active EE | $390 | $3,641-89.3% | $4,487-91.3% | $3,952-90.1% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |