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 | $310,868 | $87,733+254.3% | $106,548+191.8% | $85,850+262.1% |
| Participation rate | 80.0% | 71.9%+8.1pp | 76.1%+3.9pp | 69.3%+10.7pp |
| Annual return | 14.94% | 21.86%-6.9pp | 26.80%-11.9pp | 318.53%-303.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,451 | $3,469+143.6% | $4,398+92.1% | $3,952+113.8% |
| Admin fee / account holder | $45 | $6,767-99.3% | $7,407-99.4% | $6,260-99.3% |