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 | $547,264 | $146,267+274.2% | $197,124+177.6% | $82,448+563.8% |
| Participation rate | 80.8% | 84.0%-3.2pp | 86.7%-5.9pp | 68.1%+12.7pp |
| Annual return | 17.35% | 29.61%-12.3pp | 44.34%-27.0pp | 41.64%-24.3pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $18,161 | $7,035+158.2% | $9,135+98.8% | $4,139+338.8% |
| Admin fee / account holder | $3 | $14,422-100.0% | $16,298-100.0% | $7,234-100.0% |