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 | $481,689 | $167,484+187.6% | $151,611+217.7% | $134,475+258.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -10.47% | 7.80%-18.3pp | 3.33%-13.8pp | 417.96%-428.4pp |
| Employer contribution / active EE | $2,346 | $6,829-65.7% | $6,166-62.0% | $4,740-50.5% |
| Participant deferral / active EE | $7,918 | $8,986-11.9% | $8,363-5.3% | $6,400+23.7% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |