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 | $289,820 | $154,228+87.9% | $145,433+99.3% | $137,256+111.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.64% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $12,034 | $4,804+150.5% | $4,554+164.2% | $4,156+189.6% |
| Participant deferral / active EE | $19,960 | $8,216+142.9% | $7,897+152.7% | $6,407+211.6% |
| Admin fee / account holder | $265 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |