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 | $148,978+267.3% | $200,582+172.8% | $84,808+545.3% |
| Participation rate | 80.8% | 84.2%-3.5pp | 86.9%-6.1pp | 68.3%+12.5pp |
| Annual return | 17.35% | 28.16%-10.8pp | 42.33%-25.0pp | 40.90%-23.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $18,161 | $7,142+154.3% | $9,331+94.6% | $4,212+331.2% |
| Admin fee / account holder | $3 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |