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 | $385,108 | $167,484+129.9% | $151,611+154.0% | $134,475+186.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.91% | 7.80%-18.7pp | 3.33%-14.2pp | 417.96%-428.9pp |
| Employer contribution / active EE | $20,287 | $6,829+197.1% | $6,166+229.0% | $4,740+328.0% |
| Participant deferral / active EE | $13,347 | $8,986+48.5% | $8,363+59.6% | $6,400+108.6% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |