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 | $255,283 | $176,056+45.0% | $159,436+60.1% | $167,490+52.4% |
| Participation rate | 87.5% | 84.9%+2.6pp | 82.8%+4.7pp | 82.1%+5.4pp |
| Annual return | 11.84% | 331.75%-319.9pp | 263.57%-251.7pp | 478.56%-466.7pp |
| Employer contribution / active EE | $767 | $5,297-85.5% | $4,829-84.1% | $4,837-84.1% |
| Participant deferral / active EE | $12,336 | $7,750+59.2% | $7,352+67.8% | $6,341+94.5% |
| Admin fee / account holder | $43 | $12,554-99.7% | $10,799-99.6% | $12,309-99.7% |