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 | $277,613 | $117,983+135.3% | $101,794+172.7% | $142,382+95.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.99% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,562 | $2,773-43.7% | $2,289-31.8% | $4,299-63.7% |
| Participant deferral / active EE | $1,155 | $4,714-75.5% | $4,084-71.7% | $6,507-82.3% |
| Admin fee / account holder | $4 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |