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 3-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 | $516,516 | $159,602+223.6% | $150,045+244.2% | $142,382+262.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.74% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $20,043 | $4,961+304.0% | $4,693+327.1% | $4,299+366.2% |
| Participant deferral / active EE | $21,100 | $8,310+153.9% | $7,997+163.8% | $6,507+224.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |