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 | $326,667 | $153,772+112.4% | $133,980+143.8% | $273,961+19.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.85% | 36.51%-28.7pp | 29.30%-21.4pp | 41.45%-33.6pp |
| Employer contribution / active EE | $502 | $6,029-91.7% | $5,211-90.4% | $4,869-89.7% |
| Participant deferral / active EE | $20,440 | $6,958+193.7% | $6,282+225.4% | $5,287+286.6% |
| Admin fee / account holder | $1 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |