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 | $399,763 | $104,664+281.9% | $85,682+366.6% | $167,490+138.7% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.9%+5.1pp | 82.1%-7.1pp |
| Annual return | 11.19% | 21.45%-10.3pp | 21.49%-10.3pp | 478.56%-467.4pp |
| Employer contribution / active EE | $6,875 | $3,337+106.0% | $2,618+162.6% | $4,837+42.1% |
| Participant deferral / active EE | $4,875 | $4,824+1.0% | $3,923+24.3% | $6,341-23.1% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |