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 | $467,534 | $244,740+91.0% | $206,214+126.7% | $357,791+30.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 21.42% | -3.72%+25.1pp | -1.60%+23.0pp | 396.79%-375.4pp |
| Employer contribution / active EE | $6,963 | $7,019-0.8% | $5,967+16.7% | $7,508-7.3% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $4,649-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $15,419-100.0% | $13,671-100.0% | $28,387-100.0% |