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 | $273,672 | $153,772+78.0% | $133,980+104.3% | $273,961-0.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $20,095 | $6,029+233.3% | $5,211+285.6% | $4,869+312.7% |
| Participant deferral / active EE | $170 | $6,958-97.6% | $6,282-97.3% | $5,287-96.8% |
| Admin fee / account holder | $74 | $11,765-99.4% | $9,324-99.2% | $10,132-99.3% |