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 | $320,639 | $532,464-39.8% | $265,536+20.8% | $532,464-39.8% |
| Participation rate | 100.0% | 89.6%+10.4pp | 100.0%0pp | 89.6%+10.4pp |
| Annual return | 2.35% | 10.38%-8.0pp | -3.58%+5.9pp | 10.38%-8.0pp |
| Employer contribution / active EE | $0 | $19,351-100.0% | $12,688-100.0% | $19,351-100.0% |
| Participant deferral / active EE | $0 | $11,136-100.0% | $1,669-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $14,894-100.0% | $11,004-100.0% | $14,894-100.0% |