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 9-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 | $258,546 | $209,336+23.5% | $197,124+31.2% | $137,256+88.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.62% | 48.09%-30.5pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $3,931 | $6,591-40.4% | $6,227-36.9% | $4,156-5.4% |
| Participant deferral / active EE | $5,897 | $9,614-38.7% | $9,135-35.4% | $6,407-8.0% |
| Admin fee / account holder | $26 | $17,308-99.8% | $16,298-99.8% | $12,270-99.8% |