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 | $303,497 | $148,534+104.3% | $135,903+123.3% | $139,434+117.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 39.16% | 79.19%-40.0pp | 68.23%-29.1pp | 372.94%-333.8pp |
| Employer contribution / active EE | $2,520 | $5,243-51.9% | $4,856-48.1% | $4,751-47.0% |
| Participant deferral / active EE | $9,750 | $8,100+20.4% | $7,758+25.7% | $6,710+45.3% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |