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.
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 | $303,626 | $103,376+193.7% | $87,100+248.6% | $152,861+98.6% |
| Participation rate | 85.0% | 79.3%+5.7pp | 76.9%+8.1pp | 82.4%+2.6pp |
| Annual return | 16.46% | 28.10%-11.6pp | 28.19%-11.7pp | 345.32%-328.9pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,166 | $4,778+112.8% | $4,049+151.1% | $5,850+73.8% |
| Admin fee / account holder | $286 | $12,205-97.7% | $7,497-96.2% | $11,596-97.5% |