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 6-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 | $336,911 | $167,484+101.2% | $151,611+122.2% | $134,475+150.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.29% | 7.80%-20.1pp | 3.33%-15.6pp | 417.96%-430.3pp |
| Employer contribution / active EE | $5,842 | $6,829-14.5% | $6,166-5.3% | $4,740+23.3% |
| Participant deferral / active EE | $16,751 | $8,986+86.4% | $8,363+100.3% | $6,400+161.7% |
| Admin fee / account holder | $194 | $13,783-98.6% | $11,616-98.3% | $11,426-98.3% |