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 | $279,034 | $140,578+98.5% | $100,671+177.2% | $125,391+122.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.43% | 24.67%-24.2pp | 20.43%-20.0pp | 282.22%-281.8pp |
| Employer contribution / active EE | $11,000 | $5,965+84.4% | $4,012+174.2% | $4,866+126.1% |
| Participant deferral / active EE | $23,875 | $3,981+499.7% | $3,144+659.5% | $5,352+346.1% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,540-100.0% |