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 6-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 | $316,210 | $163,687+93.2% | $108,745+190.8% | $273,961+15.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.7%+22.3pp | 83.0%+17.0pp |
| Annual return | 4.18% | 31.16%-27.0pp | 46.22%-42.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $18,500 | $4,711+292.7% | $3,323+456.7% | $4,869+280.0% |
| Participant deferral / active EE | $21,000 | $7,155+193.5% | $5,121+310.1% | $5,287+297.2% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |