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 6-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 | $399,646 | $201,272+98.6% | $184,203+117.0% | $145,922+173.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 122.34% | 29.00%+93.3pp | 28.81%+93.5pp | 561.29%-438.9pp |
| Employer contribution / active EE | $1,833 | $7,022-73.9% | $6,427-71.5% | $4,660-60.7% |
| Participant deferral / active EE | $2,232 | $9,806-77.2% | $9,131-75.6% | $6,688-66.6% |
| Admin fee / account holder | $62 | $16,364-99.6% | $13,901-99.6% | $13,397-99.5% |