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 7-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 | $298,154 | $137,414+117.0% | $189,513+57.3% | $85,850+247.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 20.74% | 38.14%-17.4pp | 555.15%-534.4pp | 318.53%-297.8pp |
| Employer contribution / active EE | $402 | $4,344-90.8% | $6,162-93.5% | $2,565-84.3% |
| Participant deferral / active EE | $14,972 | $6,260+139.2% | $8,221+82.1% | $3,952+278.9% |
| Admin fee / account holder | $7 | $8,630-99.9% | $12,045-99.9% | $6,260-99.9% |