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 7-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 | $306,834 | $112,729+172.2% | $98,716+210.8% | $137,256+123.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 26.66% | 38.48%-11.8pp | 31.81%-5.2pp | 220.34%-193.7pp |
| Employer contribution / active EE | $12,911 | $2,725+373.8% | $2,279+466.7% | $4,156+210.7% |
| Participant deferral / active EE | $8,714 | $4,640+87.8% | $4,048+115.3% | $6,407+36.0% |
| Admin fee / account holder | $6 | $10,129-99.9% | $8,703-99.9% | $12,270-100.0% |