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 5-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 | $729,212 | $97,125+650.8% | $86,233+745.6% | $137,256+431.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 14.73% | 74.19%-59.5pp | 61.39%-46.7pp | 220.34%-205.6pp |
| Employer contribution / active EE | $26,800 | $2,841+843.2% | $2,504+970.1% | $4,156+544.8% |
| Participant deferral / active EE | $27,250 | $5,180+426.1% | $4,559+497.7% | $6,407+325.3% |
| Admin fee / account holder | $38 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |