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 8-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 | $338,596 | $71,809+371.5% | $61,048+454.6% | $152,861+121.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 82.4%+17.6pp |
| Annual return | 21.22% | 29.74%-8.5pp | 26.18%-5.0pp | 345.32%-324.1pp |
| Employer contribution / active EE | $5,085 | $4,545+11.9% | $3,716+36.8% | $4,762+6.8% |
| Participant deferral / active EE | $16,125 | $5,467+195.0% | $4,470+260.7% | $5,850+175.6% |
| Admin fee / account holder | $101 | $4,750-97.9% | $3,728-97.3% | $11,596-99.1% |