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 | $608,804 | $171,865+254.2% | $149,718+306.6% | $147,584+312.5% |
| Participation rate | 87.5% | 88.2%-0.7pp | 87.1%+0.4pp | 82.8%+4.7pp |
| Annual return | 14.54% | 2113.22%-2098.7pp | 1501.63%-1487.1pp | 578.55%-564.0pp |
| Employer contribution / active EE | $17,075 | $6,275+172.1% | $5,445+213.6% | $4,876+250.2% |
| Participant deferral / active EE | $0 | $7,271-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $286 | $13,799-97.9% | $11,283-97.5% | $10,885-97.4% |