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 | $388,174 | $100,773+285.2% | $88,946+336.4% | $142,382+172.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 10.95% | 70.18%-59.2pp | 57.82%-46.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $43,000 | $2,918+1373.8% | $2,555+1583.0% | $4,299+900.2% |
| Participant deferral / active EE | $15,250 | $5,230+191.6% | $4,581+232.9% | $6,507+134.4% |
| Admin fee / account holder | $105 | $9,693-98.9% | $8,261-98.7% | $12,624-99.2% |