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 | $339,034 | $157,256+115.6% | $141,162+140.2% | $152,861+121.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.86% | 64.32%-37.5pp | 71.39%-44.5pp | 345.32%-318.5pp |
| Employer contribution / active EE | $1,097 | $5,261-79.2% | $4,735-76.8% | $4,762-77.0% |
| Participant deferral / active EE | $12,333 | $7,109+73.5% | $6,709+83.8% | $5,850+110.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |