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 7-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 | $252,000 | $70,587+257.0% | $124,672+102.1% | $85,850+193.5% |
| Participation rate | 98.2% | 64.4%+33.8pp | 74.6%+23.6pp | 69.3%+28.9pp |
| Annual return | 233.83% | 20688.83%-20455.0pp | 5142.93%-4909.1pp | 318.53%-84.7pp |
| Employer contribution / active EE | $473 | $1,913-75.3% | $3,324-85.8% | $2,565-81.5% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $227 | $5,282-95.7% | $7,493-97.0% | $6,260-96.4% |