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 7-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 | $305,131 | $176,812+72.6% | $146,665+108.0% | $167,490+82.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.60% | 24.03%-11.4pp | 22.74%-10.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,143 | $5,160-58.5% | $4,136-48.2% | $4,837-55.7% |
| Participant deferral / active EE | $13,032 | $6,440+102.4% | $5,506+136.7% | $6,341+105.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |