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 | $334,731 | $157,256+112.9% | $141,162+137.1% | $152,861+119.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 17.44% | 64.32%-46.9pp | 71.39%-54.0pp | 345.32%-327.9pp |
| Employer contribution / active EE | $12,820 | $5,261+143.7% | $4,735+170.7% | $4,762+169.2% |
| Participant deferral / active EE | $2,305 | $7,109-67.6% | $6,709-65.6% | $5,850-60.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |