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 7-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 | $400,999 | $202,318+98.2% | $172,739+132.1% | $152,861+162.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.82% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,070 | $5,856-81.7% | $5,143-79.2% | $4,762-77.5% |
| Participant deferral / active EE | $11,271 | $5,948+89.5% | $5,198+116.8% | $5,850+92.7% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |