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 | $593,117 | $81,632+626.6% | $70,449+741.9% | $158,922+273.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.28% | 208.40%-191.1pp | 109.03%-91.7pp | 302.83%-285.5pp |
| Employer contribution / active EE | $117 | $3,217-96.4% | $2,737-95.7% | $4,761-97.6% |
| Participant deferral / active EE | $16,250 | $4,554+256.8% | $3,709+338.2% | $5,982+171.6% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |