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 3-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 | $282,677 | $209,336+35.0% | $197,124+43.4% | $137,256+105.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 19.65% | 48.09%-28.4pp | 44.34%-24.7pp | 220.34%-200.7pp |
| Employer contribution / active EE | $20,721 | $6,591+214.4% | $6,227+232.7% | $4,156+398.6% |
| Participant deferral / active EE | $11,804 | $9,614+22.8% | $9,135+29.2% | $6,407+84.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |