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 9-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 | $264,419 | $214,378+23.3% | $200,582+31.8% | $142,382+85.7% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 18.33% | 46.41%-28.1pp | 42.33%-24.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $0 | $6,841-100.0% | $6,419-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $12,090 | $9,865+22.6% | $9,331+29.6% | $6,507+85.8% |
| Admin fee / account holder | $246 | $17,692-98.6% | $16,305-98.5% | $12,624-98.1% |