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 | $392,635 | $138,065+184.4% | $123,544+217.8% | $135,375+190.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.47% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,438 | $5,151+5.6% | $4,628+17.5% | $4,779+13.8% |
| Participant deferral / active EE | $16,596 | $6,799+144.1% | $6,426+158.3% | $5,609+195.9% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |