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 | $273,061 | $84,487+223.2% | $125,339+117.9% | $66,914+308.1% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | 10.66% | -8.39%+19.0pp | 572.05%-561.4pp | 1.58%+9.1pp |
| Employer contribution / active EE | $7,307 | $3,553+105.7% | $4,814+51.8% | $2,544+187.2% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $38 | $685-94.5% | $10,010-99.6% | $593-93.6% |