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 | $294,381 | $111,754+163.4% | $103,333+184.9% | $145,922+101.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.67% | 24.77%-1.1pp | 24.88%-1.2pp | 561.29%-537.6pp |
| Employer contribution / active EE | $3,743 | $4,212-11.2% | $3,868-3.2% | $4,660-19.7% |
| Participant deferral / active EE | $18,921 | $5,619+236.8% | $5,057+274.1% | $6,688+182.9% |
| Admin fee / account holder | $45 | $9,750-99.5% | $8,355-99.5% | $13,397-99.7% |