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 7-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 | $253,362 | $104,974+141.4% | $95,585+165.1% | $142,382+77.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 10.61% | 210.33%-199.7pp | 38.56%-27.9pp | 217.08%-206.5pp |
| Employer contribution / active EE | $14,282 | $2,779+414.0% | $2,527+465.3% | $4,299+232.2% |
| Participant deferral / active EE | $14,208 | $4,352+226.5% | $4,023+253.2% | $6,507+118.3% |
| Admin fee / account holder | $116 | $6,386-98.2% | $6,127-98.1% | $12,624-99.1% |