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 | $369,849 | $162,781+127.2% | $133,956+176.1% | $158,922+132.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.58% | 41.94%-30.4pp | 45.09%-33.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $2,190 | $4,975-56.0% | $3,919-44.1% | $4,761-54.0% |
| Participant deferral / active EE | $19,157 | $5,911+224.1% | $5,048+279.5% | $5,982+220.2% |
| Admin fee / account holder | $17 | $11,736-99.9% | $8,927-99.8% | $11,246-99.9% |