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 | $352,717 | $176,812+99.5% | $146,665+140.5% | $167,490+110.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.58% | 24.03%-11.5pp | 22.74%-10.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $20,742 | $5,160+302.0% | $4,136+401.5% | $4,837+328.8% |
| Participant deferral / active EE | $14,830 | $6,440+130.3% | $5,506+169.3% | $6,341+133.9% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |