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 | $506,574 | $180,449+180.7% | $154,107+228.7% | $135,375+274.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.52% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.3pp |
| Employer contribution / active EE | $18,439 | $6,035+205.5% | $5,298+248.1% | $4,779+285.8% |
| Participant deferral / active EE | $545 | $5,806-90.6% | $5,081-89.3% | $5,609-90.3% |
| Admin fee / account holder | $49 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |