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 | $970,724 | $209,832+362.6% | $189,513+412.2% | $167,490+479.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 1529.03% | 748.27%+780.8pp | 555.15%+973.9pp | 478.56%+1050.5pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $10,400 | $8,935+16.4% | $8,221+26.5% | $6,341+64.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |