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 | $491,061 | $157,256+212.3% | $141,162+247.9% | $152,861+221.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 19.90% | 64.32%-44.4pp | 71.39%-51.5pp | 345.32%-325.4pp |
| Employer contribution / active EE | $11,250 | $5,261+113.8% | $4,735+137.6% | $4,762+136.2% |
| Participant deferral / active EE | $6,750 | $7,109-5.1% | $6,709+0.6% | $5,850+15.4% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |