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 | $378,037 | $83,337+353.6% | $67,834+457.3% | $273,961+38.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.97% | 259.45%-250.5pp | 138.47%-129.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $8,750 | $3,287+166.2% | $2,403+264.1% | $4,869+79.7% |
| Participant deferral / active EE | $18,000 | $4,088+340.3% | $3,160+469.7% | $5,287+240.5% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |