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 4-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 | $555,607 | $209,336+165.4% | $197,124+181.9% | $137,256+304.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.03% | 48.09%-35.1pp | 44.34%-31.3pp | 220.34%-207.3pp |
| Employer contribution / active EE | $4,969 | $6,591-24.6% | $6,227-20.2% | $4,156+19.5% |
| Participant deferral / active EE | $22,920 | $9,614+138.4% | $9,135+150.9% | $6,407+257.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |