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 7-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,518 | $168,632+50.9% | $147,614+72.4% | $125,391+103.0% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | 0.39% | 77.65%-77.3pp | 61.98%-61.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $6,724 | $6,252+7.5% | $5,564+20.8% | $4,866+38.2% |
| Participant deferral / active EE | $3,382 | $5,507-38.6% | $4,895-30.9% | $5,352-36.8% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |