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 9-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.
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 | $286,047 | $546,767-47.7% | $162,800+75.7% | $546,767-47.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 84.4%+15.6pp | 83.5%+16.5pp |
| Annual return | 23.17% | 10.35%+12.8pp | 9.45%+13.7pp | 10.35%+12.8pp |
| Employer contribution / active EE | $0 | $24,752-100.0% | $29,436-100.0% | $24,752-100.0% |
| Participant deferral / active EE | $0 | $3,964-100.0% | $1,743-100.0% | $3,964-100.0% |
| Admin fee / account holder | $0 | $48,677-100.0% | $6,972-100.0% | $48,677-100.0% |