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 | $315,237 | $202,318+55.8% | $172,739+82.5% | $152,861+106.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 34.96% | 1029.65%-994.7pp | 802.84%-767.9pp | 345.32%-310.4pp |
| Employer contribution / active EE | $1,189 | $5,856-79.7% | $5,143-76.9% | $4,762-75.0% |
| Participant deferral / active EE | $6,823 | $5,948+14.7% | $5,198+31.3% | $5,850+16.6% |
| Admin fee / account holder | $24 | $17,109-99.9% | $13,954-99.8% | $11,596-99.8% |