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 | $572,721 | $185,822+208.2% | $169,993+236.9% | $139,434+310.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.15% | 60.50%-40.3pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $4,428 | $7,590-41.7% | $6,785-34.7% | $4,751-6.8% |
| Participant deferral / active EE | $21,083 | $11,622+81.4% | $10,408+102.6% | $6,710+214.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |