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 | $340,614 | $179,726+89.5% | $156,263+118.0% | $142,382+139.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.58% | 77.86%-66.3pp | 59.47%-47.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $4,507 | $5,069-11.1% | $4,333+4.0% | $4,299+4.8% |
| Participant deferral / active EE | $21,587 | $6,956+210.3% | $6,158+250.5% | $6,507+231.7% |
| Admin fee / account holder | $162 | $17,272-99.1% | $14,255-98.9% | $12,624-98.7% |