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.
Participant 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 | $250,080 | $114,381+118.6% | $107,525+132.6% | $142,382+75.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.17% | 242.71%-229.5pp | 181.32%-168.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $905 | $4,015-77.5% | $3,754-75.9% | $4,299-78.9% |
| Participant deferral / active EE | $1,300 | $5,564-76.6% | $5,116-74.6% | $6,507-80.0% |
| Admin fee / account holder | $234 | $9,860-97.6% | $8,919-97.4% | $12,624-98.1% |