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 | $335,547 | $127,386+163.4% | $115,037+191.7% | $125,391+167.6% |
| Participation rate | 86.7% | 84.2%+2.5pp | 81.4%+5.3pp | 83.2%+3.5pp |
| Annual return | -0.53% | 31.28%-31.8pp | 26.14%-26.7pp | 282.22%-282.8pp |
| Employer contribution / active EE | $24,333 | $5,166+371.0% | $4,608+428.1% | $4,866+400.1% |
| Participant deferral / active EE | $1,662 | $6,423-74.1% | $6,026-72.4% | $5,352-68.9% |
| Admin fee / account holder | $49 | $9,516-99.5% | $8,175-99.4% | $9,540-99.5% |