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 | $420,451 | $185,822+126.3% | $169,993+147.3% | $139,434+201.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.88% | 60.50%-39.6pp | 53.37%-32.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $18,473 | $7,590+143.4% | $6,785+172.2% | $4,751+288.8% |
| Participant deferral / active EE | $24,000 | $11,622+106.5% | $10,408+130.6% | $6,710+257.7% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |