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 | $340,323 | $127,065+167.8% | $113,168+200.7% | $142,382+139.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.85% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $6,913 | $3,442+100.8% | $2,975+132.4% | $4,299+60.8% |
| Participant deferral / active EE | $10,333 | $5,716+80.8% | $5,107+102.3% | $6,507+58.8% |
| Admin fee / account holder | $25 | $15,736-99.8% | $12,068-99.8% | $12,624-99.8% |