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 | $1,849,123 | $157,256+1075.9% | $141,162+1209.9% | $152,861+1109.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 18.22% | 64.32%-46.1pp | 71.39%-53.2pp | 345.32%-327.1pp |
| Employer contribution / active EE | $894 | $5,261-83.0% | $4,735-81.1% | $4,762-81.2% |
| Participant deferral / active EE | $2,832 | $7,109-60.2% | $6,709-57.8% | $5,850-51.6% |
| Admin fee / account holder | $6 | $12,120-100.0% | $10,261-99.9% | $11,596-99.9% |