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 | $293,182 | $103,376+183.6% | $87,100+236.6% | $152,861+91.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.05% | 28.10%+1.9pp | 28.19%+1.9pp | 345.32%-315.3pp |
| Employer contribution / active EE | $18,585 | $3,220+477.1% | $2,521+637.1% | $4,762+290.2% |
| Participant deferral / active EE | $14,667 | $4,778+207.0% | $4,049+262.3% | $5,850+150.7% |
| Admin fee / account holder | $107 | $12,205-99.1% | $7,497-98.6% | $11,596-99.1% |