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 8-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 | $450,467 | $99,079+354.7% | $77,999+477.5% | $273,961+64.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 12.26% | 217.93%-205.7pp | 425.96%-413.7pp | 41.45%-29.2pp |
| Employer contribution / active EE | $3,863 | $3,308+16.8% | $2,470+56.4% | $4,869-20.6% |
| Participant deferral / active EE | $12,530 | $4,306+191.0% | $3,497+258.3% | $5,287+137.0% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |