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 | $313,285 | $478,521-34.5% | $235,334+33.1% | $478,521-34.5% |
| Participation rate | 100.0% | 89.3%+10.7pp | 100.0%0pp | 89.3%+10.7pp |
| Annual return | 33.48% | 101.52%-68.0pp | 7.00%+26.5pp | 101.52%-68.0pp |
| Employer contribution / active EE | $0 | $22,406-100.0% | $8,006-100.0% | $22,406-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | $0 | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,578-100.0% | $756-100.0% | $12,578-100.0% |