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 | $302,068 | $215,361+40.3% | $171,082+76.6% | $273,961+10.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.80% | 25.14%-18.3pp | 32.56%-25.8pp | 41.45%-34.7pp |
| Employer contribution / active EE | $484 | $4,967-90.3% | $4,002-87.9% | $4,869-90.1% |
| Participant deferral / active EE | $557 | $5,543-89.9% | $4,797-88.4% | $5,287-89.5% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |