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 | $388,762 | $211,958+83.4% | $169,463+129.4% | $135,375+187.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.82% | 3.26%-12.1pp | 1.83%-10.7pp | 519.73%-528.6pp |
| Employer contribution / active EE | $13,194 | $5,120+157.7% | $4,159+217.2% | $4,779+176.1% |
| Participant deferral / active EE | $8,357 | $6,075+37.6% | $5,277+58.4% | $5,609+49.0% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |