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 | $281,074 | $85,022+230.6% | $70,515+298.6% | $139,434+101.6% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 19.03% | 30.38%-11.3pp | 32.77%-13.7pp | 372.94%-353.9pp |
| Employer contribution / active EE | $17,689 | $3,909+352.5% | $2,973+494.9% | $4,751+272.3% |
| Participant deferral / active EE | $11,524 | $5,890+95.6% | $4,567+152.3% | $6,710+71.7% |
| Admin fee / account holder | $17 | $8,906-99.8% | $6,412-99.7% | $11,403-99.9% |