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.
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 | $489,499 | $135,952+260.1% | $123,892+295.1% | $273,961+78.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.93% | 56.63%-46.7pp | 47.52%-37.6pp | 41.45%-31.5pp |
| Employer contribution / active EE | $437 | $5,170-91.6% | $4,617-90.5% | $4,869-91.0% |
| Participant deferral / active EE | $1,713 | $6,343-73.0% | $5,984-71.4% | $5,287-67.6% |
| Admin fee / account holder | $93 | $9,817-99.1% | $8,357-98.9% | $10,132-99.1% |