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 | $343,796 | $148,534+131.5% | $135,903+153.0% | $139,434+146.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 26.25% | 79.19%-52.9pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $11,028 | $5,243+110.3% | $4,856+127.1% | $4,751+132.1% |
| Participant deferral / active EE | $14,708 | $8,100+81.6% | $7,758+89.6% | $6,710+119.2% |
| Admin fee / account holder | $13 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |