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 5-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 | $334,225 | $167,484+99.6% | $151,611+120.4% | $134,475+148.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.98% | 7.80%-21.8pp | 3.33%-17.3pp | 417.96%-431.9pp |
| Employer contribution / active EE | $9,900 | $6,829+45.0% | $6,166+60.6% | $4,740+108.9% |
| Participant deferral / active EE | $8,118 | $8,986-9.7% | $8,363-2.9% | $6,400+26.8% |
| Admin fee / account holder | $33 | $13,783-99.8% | $11,616-99.7% | $11,426-99.7% |