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 | $294,894 | $107,334+174.7% | $92,893+217.5% | $152,861+92.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 23.20% | 145.58%-122.4pp | 109.41%-86.2pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,833 | $4,221-56.6% | $3,653-49.8% | $4,762-61.5% |
| Participant deferral / active EE | $6,195 | $4,845+27.9% | $4,236+46.2% | $5,850+5.9% |
| Admin fee / account holder | $124 | $7,079-98.3% | $5,794-97.9% | $11,596-98.9% |