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 5-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.
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 | $4,018,727 | $642,683+525.3% | $386,318+940.3% | $357,791+1023.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 67.7%+32.3pp | 85.6%+14.4pp |
| Annual return | 17.09% | -6.86%+24.0pp | -2.64%+19.7pp | 396.79%-379.7pp |
| Employer contribution / active EE | $0 | $5,282-100.0% | $4,025-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $0 | $3,904-100.0% | $3,524-100.0% | $5,521-100.0% |
| Admin fee / account holder | $0 | $23,448-100.0% | $16,179-100.0% | $28,387-100.0% |