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 | $251,179 | $217,402+15.5% | $185,823+35.2% | $167,490+50.0% |
| Participation rate | 85.7% | 86.0%-0.3pp | 81.7%+4.0pp | 82.1%+3.6pp |
| Annual return | 13.55% | 148.36%-134.8pp | 122.05%-108.5pp | 478.56%-465.0pp |
| Employer contribution / active EE | $929 | $5,873-84.2% | $5,167-82.0% | $4,837-80.8% |
| Participant deferral / active EE | $7,872 | $6,356+23.8% | $5,568+41.4% | $6,341+24.1% |
| Admin fee / account holder | $95 | $19,811-99.5% | $16,237-99.4% | $12,309-99.2% |