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 | $428,518 | $167,484+155.9% | $151,611+182.6% | $134,475+218.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.81% | 7.80%-25.6pp | 3.33%-21.1pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,236 | $6,829-81.9% | $6,166-80.0% | $4,740-73.9% |
| Participant deferral / active EE | $10,497 | $8,986+16.8% | $8,363+25.5% | $6,400+64.0% |
| Admin fee / account holder | $289 | $13,783-97.9% | $11,616-97.5% | $11,426-97.5% |