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 5-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 | $252,837 | $167,484+51.0% | $151,611+66.8% | $134,475+88.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.91% | 7.80%-20.7pp | 3.33%-16.2pp | 417.96%-430.9pp |
| Employer contribution / active EE | $1,840 | $6,829-73.1% | $6,166-70.2% | $4,740-61.2% |
| Participant deferral / active EE | $24,833 | $8,986+176.4% | $8,363+196.9% | $6,400+288.0% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |