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 | $427,742 | $109,817+289.5% | $98,442+334.5% | $167,490+155.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.03% | 1956.69%-1940.7pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $6,840 | $3,224+112.2% | $2,960+131.1% | $4,837+41.4% |
| Participant deferral / active EE | $22,000 | $4,673+370.8% | $4,276+414.5% | $6,341+246.9% |
| Admin fee / account holder | $15 | $6,753-99.8% | $5,949-99.7% | $12,309-99.9% |