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 | $374,101 | $148,534+151.9% | $135,903+175.3% | $139,434+168.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.27% | 79.19%-64.9pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $4,334 | $5,243-17.3% | $4,856-10.8% | $4,751-8.8% |
| Participant deferral / active EE | $17,438 | $8,100+115.3% | $7,758+124.8% | $6,710+159.9% |
| Admin fee / account holder | $247 | $12,400-98.0% | $10,762-97.7% | $11,403-97.8% |