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 | $320,663 | $183,963+74.3% | $162,163+97.7% | $152,861+109.8% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 25.71% | 150.76%-125.1pp | 115.59%-89.9pp | 345.32%-319.6pp |
| Employer contribution / active EE | $470 | $6,371-92.6% | $5,614-91.6% | $4,762-90.1% |
| Participant deferral / active EE | $9,138 | $8,034+13.7% | $7,298+25.2% | $5,850+56.2% |
| Admin fee / account holder | $14 | $13,121-99.9% | $10,843-99.9% | $11,596-99.9% |