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 9-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 | $384,201 | $167,484+129.4% | $151,611+153.4% | $134,475+185.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.18% | 7.80%-15.0pp | 3.33%-10.5pp | 417.96%-425.1pp |
| Employer contribution / active EE | $26,687 | $6,829+290.8% | $6,166+332.8% | $4,740+463.0% |
| Participant deferral / active EE | $19,260 | $8,986+114.3% | $8,363+130.3% | $6,400+200.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |