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 | $515,448 | $110,257+367.5% | $96,544+433.9% | $139,434+269.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 9.61% | 26.32%-16.7pp | 25.84%-16.2pp | 372.94%-363.3pp |
| Employer contribution / active EE | $11 | $3,620-99.7% | $2,965-99.6% | $4,751-99.8% |
| Participant deferral / active EE | $15,000 | $5,548+170.4% | $4,851+209.2% | $6,710+123.5% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |