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 | $362,026 | $106,515+239.9% | $96,683+274.4% | $139,434+159.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.98% | 38.43%-16.4pp | 35.69%-13.7pp | 372.94%-351.0pp |
| Employer contribution / active EE | $19,727 | $4,103+380.8% | $3,737+427.9% | $4,751+315.2% |
| Participant deferral / active EE | $23,931 | $5,454+338.8% | $4,878+390.6% | $6,710+256.6% |
| Admin fee / account holder | $58 | $7,877-99.3% | $6,730-99.1% | $11,403-99.5% |