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 8-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 | $446,920 | $157,256+184.2% | $141,162+216.6% | $152,861+192.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.50% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,543 | $5,261-51.7% | $4,735-46.3% | $4,762-46.6% |
| Participant deferral / active EE | $15,775 | $7,109+121.9% | $6,709+135.1% | $5,850+169.7% |
| Admin fee / account holder | $20 | $12,120-99.8% | $10,261-99.8% | $11,596-99.8% |