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 | $257,469 | $167,307+53.9% | $143,757+79.1% | $134,475+91.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.68% | 0.46%-19.1pp | -0.04%-18.6pp | 417.96%-436.6pp |
| Employer contribution / active EE | $755 | $5,619-86.6% | $4,951-84.8% | $4,740-84.1% |
| Participant deferral / active EE | $5,734 | $6,446-11.0% | $5,637+1.7% | $6,400-10.4% |
| Admin fee / account holder | $184 | $18,088-99.0% | $14,673-98.7% | $11,426-98.4% |