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 | $343,789 | $100,852+240.9% | $90,404+280.3% | $158,922+116.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 6.26% | 1724.20%-1717.9pp | 1293.02%-1286.8pp | 302.83%-296.6pp |
| Employer contribution / active EE | $6,574 | $3,689+78.2% | $3,262+101.5% | $4,761+38.1% |
| Participant deferral / active EE | $22,000 | $4,348+406.0% | $3,963+455.1% | $5,982+267.8% |
| Admin fee / account holder | $15 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |