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 5-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 | $320,180 | $167,484+91.2% | $151,611+111.2% | $134,475+138.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.13% | 7.80%-11.9pp | 3.33%-7.5pp | 417.96%-422.1pp |
| Employer contribution / active EE | $25,060 | $6,829+267.0% | $6,166+306.4% | $4,740+428.7% |
| Participant deferral / active EE | $20,214 | $8,986+125.0% | $8,363+141.7% | $6,400+215.9% |
| Admin fee / account holder | $56 | $13,783-99.6% | $11,616-99.5% | $11,426-99.5% |