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 | $407,835 | $138,065+195.4% | $123,544+230.1% | $135,375+201.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.93% | 153.68%-156.6pp | 119.20%-122.1pp | 519.73%-522.7pp |
| Employer contribution / active EE | $1,909 | $5,151-63.0% | $4,628-58.8% | $4,779-60.1% |
| Participant deferral / active EE | $700 | $6,799-89.7% | $6,426-89.1% | $5,609-87.5% |
| Admin fee / account holder | $31 | $10,916-99.7% | $9,284-99.7% | $10,827-99.7% |