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 | $729,829 | $167,307+336.2% | $143,757+407.7% | $134,475+442.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.63% | 0.46%-8.1pp | -0.04%-7.6pp | 417.96%-425.6pp |
| Employer contribution / active EE | $9,162 | $5,619+63.0% | $4,951+85.0% | $4,740+93.3% |
| Participant deferral / active EE | $10,013 | $6,446+55.3% | $5,637+77.6% | $6,400+56.5% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |