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 9-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 | $295,199 | $118,680+148.7% | $98,907+198.5% | $158,922+85.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.15% | 372.35%-365.2pp | 196.43%-189.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $16,479 | $3,333+394.4% | $2,689+512.8% | $4,761+246.1% |
| Participant deferral / active EE | $11,434 | $5,088+124.7% | $4,244+169.4% | $5,982+91.1% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |