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 | $277,716 | $209,336+32.7% | $197,124+40.9% | $137,256+102.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.24% | 48.09%-30.9pp | 44.34%-27.1pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,765 | $6,591-42.9% | $6,227-39.5% | $4,156-9.4% |
| Participant deferral / active EE | $14,813 | $9,614+54.1% | $9,135+62.2% | $6,407+131.2% |
| Admin fee / account holder | $264 | $17,308-98.5% | $16,298-98.4% | $12,270-97.9% |