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 7-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 | $570,731 | $167,484+240.8% | $151,611+276.4% | $134,475+324.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.67% | 7.80%-17.5pp | 3.33%-13.0pp | 417.96%-427.6pp |
| Employer contribution / active EE | $3,044 | $6,829-55.4% | $6,166-50.6% | $4,740-35.8% |
| Participant deferral / active EE | $11,127 | $8,986+23.8% | $8,363+33.0% | $6,400+73.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |