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.
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 | $1,447,803 | $244,740+491.6% | $206,214+602.1% | $357,791+304.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.4%+17.6pp | 85.6%+14.4pp |
| Annual return | 24.34% | -3.72%+28.1pp | -1.60%+25.9pp | 396.79%-372.5pp |
| Employer contribution / active EE | $31,746 | $7,019+352.3% | $5,967+432.0% | $7,508+322.9% |
| Participant deferral / active EE | $15,500 | $4,983+211.0% | $4,649+233.4% | $5,521+180.8% |
| Admin fee / account holder | $0 | $15,419-100.0% | $13,671-100.0% | $28,387-100.0% |