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 | $323,857 | $197,591+63.9% | $177,821+82.1% | $158,922+103.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.27% | 58.76%-42.5pp | 48.32%-32.1pp | 302.83%-286.6pp |
| Employer contribution / active EE | $20,774 | $6,697+210.2% | $5,918+251.0% | $4,761+336.3% |
| Participant deferral / active EE | $11,198 | $8,405+33.2% | $7,714+45.2% | $5,982+87.2% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |