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 | $497,508 | $209,336+137.7% | $197,124+152.4% | $137,256+262.5% |
| Participation rate | 87.0% | 87.3%-0.3pp | 86.7%+0.2pp | 80.0%+7.0pp |
| Annual return | 24.15% | 48.09%-23.9pp | 44.34%-20.2pp | 220.34%-196.2pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $19,924 | $9,614+107.2% | $9,135+118.1% | $6,407+211.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |