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 | $390,147 | $110,257+253.9% | $96,544+304.1% | $139,434+179.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 16.80% | 26.32%-9.5pp | 25.84%-9.0pp | 372.94%-356.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $4,692 | $5,548-15.4% | $4,851-3.3% | $6,710-30.1% |
| Admin fee / account holder | $113 | $11,591-99.0% | $8,252-98.6% | $11,403-99.0% |