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 | $326,159 | $176,377+84.9% | $134,143+143.1% | $158,922+105.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 27.23% | 63.63%-36.4pp | 36.33%-9.1pp | 302.83%-275.6pp |
| Employer contribution / active EE | $28,125 | $5,040+458.0% | $3,704+659.3% | $4,761+490.7% |
| Participant deferral / active EE | $19,500 | $4,091+376.6% | $3,499+457.3% | $5,982+226.0% |
| Admin fee / account holder | $20 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |