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 3-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 | $345,473 | $117,841+193.2% | $102,423+237.3% | $145,922+136.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.50% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $31,660 | $3,615+775.9% | $3,023+947.2% | $4,660+579.5% |
| Participant deferral / active EE | $15,250 | $5,731+166.1% | $5,053+201.8% | $6,688+128.0% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |