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 | $253,502 | $154,365+64.2% | $130,231+94.7% | $139,434+81.8% |
| Participation rate | 95.0% | 79.9%+15.1pp | 76.3%+18.7pp | 80.3%+14.7pp |
| Annual return | 25.18% | 30.34%-5.2pp | 38.77%-13.6pp | 372.94%-347.8pp |
| Employer contribution / active EE | $4,341 | $5,170-16.0% | $4,126+5.2% | $4,751-8.6% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,710-100.0% |
| Admin fee / account holder | $156 | $9,214-98.3% | $6,020-97.4% | $11,403-98.6% |