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 | $912,238 | $99,918+813.0% | $81,382+1020.9% | $145,922+525.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 19.01% | 34.32%-15.3pp | 24.73%-5.7pp | 561.29%-542.3pp |
| Employer contribution / active EE | $35,303 | $2,978+1085.6% | $2,463+1333.4% | $4,660+657.6% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $3,883-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $8,212-100.0% | $5,768-100.0% | $13,397-100.0% |