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 8-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 | $261,201 | $72,400+260.8% | $67,502+287.0% | $145,922+79.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.39% | 7182.46%-7167.1pp | 3512.12%-3496.7pp | 561.29%-545.9pp |
| Employer contribution / active EE | $105 | $3,069-96.6% | $2,731-96.2% | $4,660-97.7% |
| Participant deferral / active EE | $2,730 | $4,783-42.9% | $4,000-31.7% | $6,688-59.2% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |