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 | $271,956 | $154,228+76.3% | $145,433+87.0% | $137,256+98.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 108.71% | 74.59%+34.1pp | 66.58%+42.1pp | 220.34%-111.6pp |
| Employer contribution / active EE | $1,120 | $4,804-76.7% | $4,554-75.4% | $4,156-73.1% |
| Participant deferral / active EE | $1,120 | $8,216-86.4% | $7,897-85.8% | $6,407-82.5% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |