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 | $263,563 | $150,440+75.2% | $136,294+93.4% | $147,584+78.6% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 23.44% | 1049.08%-1025.6pp | 5155.94%-5132.5pp | 578.55%-555.1pp |
| Employer contribution / active EE | $837 | $5,256-84.1% | $4,695-82.2% | $4,876-82.8% |
| Participant deferral / active EE | $10,509 | $6,630+58.5% | $6,247+68.2% | $5,439+93.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |