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 | $295,557 | $168,632+75.3% | $147,614+100.2% | $125,391+135.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.08% | 77.65%-79.7pp | 61.98%-64.1pp | 282.22%-284.3pp |
| Employer contribution / active EE | $375 | $6,252-94.0% | $5,564-93.3% | $4,866-92.3% |
| Participant deferral / active EE | $8,933 | $5,507+62.2% | $4,895+82.5% | $5,352+66.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |