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 7-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 | $278,824 | $111,754+149.5% | $103,333+169.8% | $145,922+91.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.91% | 24.77%-2.9pp | 24.88%-3.0pp | 561.29%-539.4pp |
| Employer contribution / active EE | $2,558 | $4,212-39.3% | $3,868-33.9% | $4,660-45.1% |
| Participant deferral / active EE | $15,695 | $5,619+179.3% | $5,057+210.3% | $6,688+134.7% |
| Admin fee / account holder | $84 | $9,750-99.1% | $8,355-99.0% | $13,397-99.4% |