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 | $262,199 | $202,318+29.6% | $172,739+51.8% | $152,861+71.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.73% | 1029.65%-1005.9pp | 802.84%-779.1pp | 345.32%-321.6pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,500 | $5,948+93.3% | $5,198+121.3% | $5,850+96.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |