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 | $290,382 | $97,044+199.2% | $83,333+248.5% | $135,375+114.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.29% | 12.31%-5.0pp | 10.63%-3.3pp | 519.73%-512.4pp |
| Employer contribution / active EE | $375 | $4,143-90.9% | $3,379-88.9% | $4,779-92.2% |
| Participant deferral / active EE | $8,667 | $5,964+45.3% | $5,565+55.7% | $5,609+54.5% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |