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 3-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 | $265,821 | $159,602+66.6% | $150,045+77.2% | $142,382+86.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 88.43% | 70.24%+18.2pp | 62.55%+25.9pp | 217.08%-128.6pp |
| Employer contribution / active EE | $823 | $4,961-83.4% | $4,693-82.5% | $4,299-80.9% |
| Participant deferral / active EE | $1,500 | $8,310-81.9% | $7,997-81.2% | $6,507-76.9% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |