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 8-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 | $273,794 | $157,256+74.1% | $141,162+94.0% | $152,861+79.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.93% | 64.32%-41.4pp | 71.39%-48.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $4,152 | $5,261-21.1% | $4,735-12.3% | $4,762-12.8% |
| Participant deferral / active EE | $18,110 | $7,109+154.7% | $6,709+169.9% | $5,850+209.6% |
| Admin fee / account holder | -$317 | $12,120-102.6% | $10,261-103.1% | $11,596-102.7% |