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 | $410,793 | $185,822+121.1% | $169,993+141.7% | $139,434+194.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.55% | 60.50%-45.0pp | 53.37%-37.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $814 | $7,590-89.3% | $6,785-88.0% | $4,751-82.9% |
| Participant deferral / active EE | $3,883 | $11,622-66.6% | $10,408-62.7% | $6,710-42.1% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |