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.
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 | $399,061 | $165,335+141.4% | $149,696+166.6% | $158,922+151.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.44% | 348.15%-332.7pp | 276.60%-261.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $5,208 | $5,103+2.1% | $4,644+12.1% | $4,761+9.4% |
| Participant deferral / active EE | $1,836 | $7,181-74.4% | $6,842-73.2% | $5,982-69.3% |
| Admin fee / account holder | $63 | $10,807-99.4% | $9,309-99.3% | $11,246-99.4% |