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 9-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 | $284,763 | $97,757+191.3% | $83,848+239.6% | $135,375+110.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.73% | 1287.37%-1286.6pp | 850.88%-850.1pp | 519.73%-519.0pp |
| Employer contribution / active EE | $11,476 | $4,222+171.8% | $3,631+216.1% | $4,779+140.1% |
| Participant deferral / active EE | $18,375 | $4,682+292.4% | $4,082+350.2% | $5,609+227.6% |
| Admin fee / account holder | $47 | $6,674-99.3% | $5,478-99.1% | $10,827-99.6% |