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 9-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 | $325,937 | $117,841+176.6% | $102,423+218.2% | $145,922+123.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.24% | 31.65%-19.4pp | 29.32%-17.1pp | 561.29%-549.0pp |
| Employer contribution / active EE | $16,227 | $3,615+348.9% | $3,023+436.7% | $4,660+248.3% |
| Participant deferral / active EE | $12,019 | $5,731+109.7% | $5,053+137.9% | $6,688+79.7% |
| Admin fee / account holder | $258 | $13,326-98.1% | $9,451-97.3% | $13,397-98.1% |