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 | $267,793 | $106,515+151.4% | $96,683+177.0% | $139,434+92.1% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 28.62% | 38.43%-9.8pp | 35.69%-7.1pp | 372.94%-344.3pp |
| Employer contribution / active EE | $4,094 | $4,103-0.2% | $3,737+9.6% | $4,751-13.8% |
| Participant deferral / active EE | $11,445 | $5,454+109.8% | $4,878+134.6% | $6,710+70.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |