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.
Participant 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 | $286,873 | $124,281+130.8% | $109,143+162.8% | $167,490+71.3% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.9%-5.9pp | 82.1%-12.1pp |
| Annual return | 13.27% | 26.04%-12.8pp | 25.75%-12.5pp | 478.56%-465.3pp |
| Employer contribution / active EE | $811 | $4,207-80.7% | $3,722-78.2% | $4,837-83.2% |
| Participant deferral / active EE | $1,256 | $5,255-76.1% | $4,653-73.0% | $6,341-80.2% |
| Admin fee / account holder | $207 | $7,970-97.4% | $6,752-96.9% | $12,309-98.3% |