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 7-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 | $283,067 | $100,773+180.9% | $88,946+218.2% | $142,382+98.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.04% | 70.18%-57.1pp | 57.82%-44.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $4,344 | $2,918+48.9% | $2,555+70.0% | $4,299+1.0% |
| Participant deferral / active EE | $15,500 | $5,230+196.4% | $4,581+238.3% | $6,507+138.2% |
| Admin fee / account holder | $256 | $9,693-97.4% | $8,261-96.9% | $12,624-98.0% |