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 | $1,468,124 | $183,519+700.0% | $155,509+844.1% | $145,922+906.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,727 | $5,313-11.0% | $4,672+1.2% | $4,660+1.5% |
| Participant deferral / active EE | $273 | $6,462-95.8% | $5,626-95.2% | $6,688-95.9% |
| Admin fee / account holder | $233 | $19,313-98.8% | $15,912-98.5% | $13,397-98.3% |