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 6-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 | $357,151 | $118,427+201.6% | $66,042+440.8% | $142,382+150.8% |
| Participation rate | 100.0% | 68.1%+31.9pp | 67.5%+32.5pp | 80.1%+19.9pp |
| Annual return | 15.01% | 35.57%-20.6pp | 52.11%-37.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $7,209 | $2,570+180.5% | $1,579+356.5% | $4,299+67.7% |
| Participant deferral / active EE | $32,875 | $4,311+662.6% | $2,835+1059.4% | $6,507+405.2% |
| Admin fee / account holder | $0 | $9,593-100.0% | $5,747-100.0% | $12,624-100.0% |