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 | $262,101 | $228,332+14.8% | $185,823+41.0% | $158,922+64.9% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 11.36% | 40.80%-29.4pp | 35.95%-24.6pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,420 | $4,967-71.4% | $4,087-65.3% | $4,761-70.2% |
| Participant deferral / active EE | $11,033 | $6,415+72.0% | $5,632+95.9% | $5,982+84.4% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |