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 | $268,645 | $100,773+166.6% | $88,946+202.0% | $142,382+88.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 43.83% | 70.18%-26.3pp | 57.82%-14.0pp | 217.08%-173.2pp |
| Employer contribution / active EE | $3,014 | $2,918+3.3% | $2,555+18.0% | $4,299-29.9% |
| Participant deferral / active EE | $3,768 | $5,230-28.0% | $4,581-17.8% | $6,507-42.1% |
| Admin fee / account holder | $18 | $9,693-99.8% | $8,261-99.8% | $12,624-99.9% |