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 | $415,514 | $152,460+172.5% | $118,746+249.9% | $147,584+181.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 14.60% | 17.41%-2.8pp | 24.54%-9.9pp | 578.55%-563.9pp |
| Employer contribution / active EE | $16,944 | $5,046+235.8% | $4,193+304.1% | $4,876+247.5% |
| Participant deferral / active EE | $488 | $6,212-92.2% | $5,332-90.9% | $5,439-91.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |