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 | $436,424 | $167,484+160.6% | $151,611+187.9% | $134,475+224.5% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -14.63% | 7.80%-22.4pp | 3.33%-18.0pp | 417.96%-432.6pp |
| Employer contribution / active EE | $34,203 | $6,829+400.8% | $6,166+454.7% | $4,740+621.6% |
| Participant deferral / active EE | $21,218 | $8,986+136.1% | $8,363+153.7% | $6,400+231.5% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |