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 | $659,093 | $162,781+304.9% | $133,956+392.0% | $158,922+314.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 18.43% | 41.94%-23.5pp | 45.09%-26.7pp | 302.83%-284.4pp |
| Employer contribution / active EE | $11,182 | $4,975+124.7% | $3,919+185.4% | $4,761+134.9% |
| Participant deferral / active EE | $436 | $5,911-92.6% | $5,048-91.4% | $5,982-92.7% |
| Admin fee / account holder | $224 | $11,736-98.1% | $8,927-97.5% | $11,246-98.0% |