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.
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 | $282,299 | $94,338+199.2% | $100,534+180.8% | $142,382+98.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 45.18% | 29.20%+16.0pp | 32.66%+12.5pp | 217.08%-171.9pp |
| Employer contribution / active EE | $475 | $4,237-88.8% | $4,346-89.1% | $4,299-89.0% |
| Participant deferral / active EE | $568 | $5,934-90.4% | $6,144-90.8% | $6,507-91.3% |
| Admin fee / account holder | $33 | $8,421-99.6% | $7,654-99.6% | $12,624-99.7% |