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 | $100,773+230.8% | $88,946+274.8% | $142,382+134.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.16% | 70.18%-50.0pp | 57.82%-37.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $10,172 | $2,918+248.6% | $2,555+298.1% | $4,299+136.6% |
| Participant deferral / active EE | $12,003 | $5,230+129.5% | $4,581+162.0% | $6,507+84.5% |
| Admin fee / account holder | $39 | $9,693-99.6% | $8,261-99.5% | $12,624-99.7% |