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 | $370,390 | $124,425+197.7% | $112,040+230.6% | $137,256+169.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.63% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $11,673 | $3,411+242.2% | $2,954+295.1% | $4,156+180.9% |
| Participant deferral / active EE | $16,069 | $5,718+181.0% | $5,098+215.2% | $6,407+150.8% |
| Admin fee / account holder | $52 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |