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 4-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 | $271,706 | $117,983+130.3% | $101,794+166.9% | $142,382+90.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.39% | 36.92%-18.5pp | 30.53%-12.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $37,201 | $2,773+1241.7% | $2,289+1525.3% | $4,299+765.3% |
| Participant deferral / active EE | $21,799 | $4,714+362.5% | $4,084+433.8% | $6,507+235.0% |
| Admin fee / account holder | $8 | $10,433-99.9% | $8,777-99.9% | $12,624-99.9% |