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 | $440,025 | $168,632+160.9% | $147,614+198.1% | $125,391+250.9% |
| Participation rate | 81.3% | 88.8%-7.5pp | 84.6%-3.4pp | 83.2%-1.9pp |
| Annual return | 5229.46% | 77.65%+5151.8pp | 61.98%+5167.5pp | 282.22%+4947.2pp |
| Employer contribution / active EE | $7,350 | $6,252+17.5% | $5,564+32.1% | $4,866+51.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $30 | $13,580-99.8% | $11,611-99.7% | $9,540-99.7% |