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 | $401,115 | $288,797+38.9% | $239,577+67.4% | $382,429+4.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 9.37% | -3.30%+12.7pp | -0.70%+10.1pp | 248.85%-239.5pp |
| Employer contribution / active EE | $971 | $8,558-88.7% | $7,232-86.6% | $8,036-87.9% |
| Participant deferral / active EE | $9,709 | $6,420+51.2% | $5,676+71.0% | $5,727+69.5% |
| Admin fee / account holder | $0 | $18,649-100.0% | $19,315-100.0% | $30,732-100.0% |