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 | $367,660 | $88,707+314.5% | $74,183+395.6% | $273,961+34.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.95% | 11.94%+2.0pp | 17.74%-3.8pp | 41.45%-27.5pp |
| Employer contribution / active EE | $25,917 | $3,159+720.3% | $2,370+993.5% | $4,869+432.3% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2 | $8,717-100.0% | $5,586-100.0% | $10,132-100.0% |