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 | $284,569 | $202,318+40.7% | $172,739+64.7% | $152,861+86.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.16% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $4,532 | $5,856-22.6% | $5,143-11.9% | $4,762-4.8% |
| Participant deferral / active EE | $1,200 | $5,948-79.8% | $5,198-76.9% | $5,850-79.5% |
| Admin fee / account holder | $47 | $17,109-99.7% | $13,954-99.7% | $11,596-99.6% |