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 | $911,204 | $197,591+361.2% | $177,821+412.4% | $158,922+473.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.26% | 58.76%-39.5pp | 48.32%-29.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,230 | $6,697-81.6% | $5,918-79.2% | $4,761-74.2% |
| Participant deferral / active EE | $15,075 | $8,405+79.4% | $7,714+95.4% | $5,982+152.0% |
| Admin fee / account holder | $10 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |