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 | $400,361 | $738,296-45.8% | $731,371-45.3% | $478,521-16.3% |
| Participation rate | 100.0% | 88.1%+11.9pp | 88.3%+11.7pp | 89.3%+10.7pp |
| Annual return | -4.86% | 476.14%-481.0pp | 451.29%-456.2pp | 101.52%-106.4pp |
| Employer contribution / active EE | $22,289 | $27,265-18.3% | $26,883-17.1% | $22,406-0.5% |
| Participant deferral / active EE | $0 | $5,194-100.0% | $5,194-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $17,157-100.0% | $17,684-100.0% | $12,578-100.0% |