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 | $542,449 | $498,888+8.7% | $154,472+251.2% | $498,888+8.7% |
| Participation rate | 100.0% | 90.2%+9.8pp | 99.5%+0.5pp | 90.2%+9.8pp |
| Annual return | 10.49% | 8.46%+2.0pp | 13.65%-3.2pp | 8.46%+2.0pp |
| Employer contribution / active EE | $21,024 | $28,233-25.5% | $4,756+342.0% | $28,233-25.5% |
| Participant deferral / active EE | $32,865 | $11,296+191.0% | $8,120+304.7% | $11,296+191.0% |
| Admin fee / account holder | $0 | $67,015-100.0% | $1,396-100.0% | $67,015-100.0% |