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 | $373,599 | $106,515+250.7% | $96,683+286.4% | $139,434+167.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 55.21% | 38.43%+16.8pp | 35.69%+19.5pp | 372.94%-317.7pp |
| Employer contribution / active EE | $3,348 | $4,103-18.4% | $3,737-10.4% | $4,751-29.5% |
| Participant deferral / active EE | $8,226 | $5,454+50.8% | $4,878+68.6% | $6,710+22.6% |
| Admin fee / account holder | $143 | $7,877-98.2% | $6,730-97.9% | $11,403-98.7% |