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 | $283,848 | $154,117+84.2% | $129,995+118.4% | $139,434+103.6% |
| Participation rate | 93.3% | 82.0%+11.4pp | 78.5%+14.8pp | 80.3%+13.0pp |
| Annual return | 19.88% | 32.48%-12.6pp | -137.18%+157.1pp | 372.94%-353.1pp |
| Employer contribution / active EE | $3,574 | $5,289-32.4% | $4,320-17.3% | $4,751-24.8% |
| Participant deferral / active EE | $13,590 | $6,710+102.5% | $5,820+133.5% | $6,710+102.5% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |