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 | $389,169 | $163,101+138.6% | $136,749+184.6% | $142,382+173.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.10% | 27.54%-13.4pp | 24.33%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $516 | $4,117-87.5% | $3,400-84.8% | $4,299-88.0% |
| Participant deferral / active EE | $10,467 | $5,585+87.4% | $4,692+123.1% | $6,507+60.8% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |