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 | $471,025 | $177,572+165.3% | $154,803+204.3% | $142,382+230.8% |
| Participation rate | 95.8% | 82.1%+13.8pp | 78.1%+17.8pp | 80.1%+15.7pp |
| Annual return | 22.18% | 65.07%-42.9pp | 58.88%-36.7pp | 217.08%-194.9pp |
| Employer contribution / active EE | $26,821 | $4,810+457.6% | $4,305+522.9% | $4,299+523.9% |
| Participant deferral / active EE | $14,294 | $6,272+127.9% | $5,540+158.0% | $6,507+119.7% |
| Admin fee / account holder | $241 | $16,786-98.6% | $14,329-98.3% | $12,624-98.1% |