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 | $255,792 | $58,851+334.6% | $115,157+122.1% | $72,985+250.5% |
| Participation rate | 91.7% | 65.5%+26.1pp | 75.9%+15.8pp | 69.5%+22.2pp |
| Annual return | 24.54% | 23.16%+1.4pp | 35.60%-11.1pp | 81.00%-56.5pp |
| Employer contribution / active EE | $3,489 | $1,798+94.1% | $3,179+9.8% | $2,440+43.0% |
| Participant deferral / active EE | $10,153 | $2,643+284.2% | $4,168+143.6% | $3,607+181.4% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |