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 8-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 | $436,868 | $175,202+149.4% | $149,673+191.9% | $139,434+213.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.35% | 166.71%-148.4pp | 134.42%-116.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $268 | $5,474-95.1% | $4,818-94.4% | $4,751-94.4% |
| Participant deferral / active EE | $33,000 | $6,519+406.2% | $5,680+481.0% | $6,710+391.8% |
| Admin fee / account holder | $260 | $16,150-98.4% | $13,210-98.0% | $11,403-97.7% |