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 | $289,452 | $150,440+92.4% | $136,294+112.4% | $147,584+96.1% |
| Participation rate | 83.3% | 84.4%-1.1pp | 81.9%+1.4pp | 82.8%+0.5pp |
| Annual return | 15.42% | 1049.08%-1033.7pp | 5155.94%-5140.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $563 | $5,256-89.3% | $4,695-88.0% | $4,876-88.5% |
| Participant deferral / active EE | $7,742 | $6,630+16.8% | $6,247+23.9% | $5,439+42.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |