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 | $460,429 | $97,044+374.5% | $83,333+452.5% | $135,375+240.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -2.47% | 12.31%-14.8pp | 10.63%-13.1pp | 519.73%-522.2pp |
| Employer contribution / active EE | $21,477 | $4,143+418.4% | $3,379+535.7% | $4,779+349.4% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |