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 | $601,168 | $175,202+243.1% | $149,673+301.7% | $139,434+331.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.42% | 166.71%-145.3pp | 134.42%-113.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $19,069 | $5,474+248.3% | $4,818+295.8% | $4,751+301.4% |
| Participant deferral / active EE | $1,662 | $6,519-74.5% | $5,680-70.7% | $6,710-75.2% |
| Admin fee / account holder | $11 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |