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 | $392,838 | $202,318+94.2% | $172,739+127.4% | $152,861+157.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.02% | 1029.65%-1014.6pp | 802.84%-787.8pp | 345.32%-330.3pp |
| Employer contribution / active EE | $8,947 | $5,856+52.8% | $5,143+74.0% | $4,762+87.9% |
| Participant deferral / active EE | $1,800 | $5,948-69.7% | $5,198-65.4% | $5,850-69.2% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |