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 | $333,350 | $97,125+243.2% | $86,233+286.6% | $137,256+142.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 20.16% | 74.19%-54.0pp | 61.39%-41.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $10,172 | $2,841+258.0% | $2,504+306.2% | $4,156+144.8% |
| Participant deferral / active EE | $12,003 | $5,180+131.7% | $4,559+163.3% | $6,407+87.4% |
| Admin fee / account holder | $39 | $9,725-99.6% | $8,342-99.5% | $12,270-99.7% |