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 | $308,355 | $110,257+179.7% | $96,544+219.4% | $139,434+121.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 19.64% | 26.32%-6.7pp | 25.84%-6.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,169 | $3,620-40.1% | $2,965-26.8% | $4,751-54.3% |
| Participant deferral / active EE | $11,899 | $5,548+114.5% | $4,851+145.3% | $6,710+77.3% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |