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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $419,753 | $127,065+230.3% | $113,168+270.9% | $142,382+194.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.56% | 24.03%-5.5pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $534 | $3,442-84.5% | $2,975-82.1% | $4,299-87.6% |
| Participant deferral / active EE | $534 | $5,716-90.7% | $5,107-89.5% | $6,507-91.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |