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 | $254,164 | $160,055+58.8% | $140,016+81.5% | $135,375+87.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.71% | 911.38%-910.7pp | 651.12%-650.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $1,911 | $6,420-70.2% | $5,606-65.9% | $4,779-60.0% |
| Participant deferral / active EE | $1,876 | $7,642-75.5% | $6,927-72.9% | $5,609-66.6% |
| Admin fee / account holder | $25 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |