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 | $2,282,510 | $162,781+1302.2% | $133,956+1603.9% | $158,922+1336.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 83.26% | 41.94%+41.3pp | 45.09%+38.2pp | 302.83%-219.6pp |
| Employer contribution / active EE | $30,795 | $4,975+518.9% | $3,919+685.9% | $4,761+546.8% |
| Participant deferral / active EE | $1,500 | $5,911-74.6% | $5,048-70.3% | $5,982-74.9% |
| Admin fee / account holder | $63 | $11,736-99.5% | $8,927-99.3% | $11,246-99.4% |