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 | $325,010 | $210,698+54.3% | $178,014+82.6% | $145,959+122.7% |
| Participation rate | 80.0% | 80.8%-0.8pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 12.03% | 386.27%-374.2pp | 294.80%-282.8pp | 561.95%-549.9pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,890 | $6,958+85.2% | $6,276+105.4% | $6,689+92.7% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |