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 | $368,473 | $112,096+228.7% | $95,952+284.0% | $158,922+131.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.66% | 171.09%-151.4pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,484 | $3,198-22.3% | $2,541-2.2% | $4,761-47.8% |
| Participant deferral / active EE | $15,167 | $4,784+217.0% | $4,167+264.0% | $5,982+153.5% |
| Admin fee / account holder | $87 | $10,130-99.1% | $6,795-98.7% | $11,246-99.2% |