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 | $436,275 | $125,758+246.9% | $169,993+156.6% | $75,163+480.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.03% | 27.20%-10.2pp | 53.37%-36.3pp | 160.62%-143.6pp |
| Employer contribution / active EE | $4,410 | $4,615-4.4% | $6,785-35.0% | $2,670+65.2% |
| Participant deferral / active EE | $20,786 | $6,837+204.0% | $10,408+99.7% | $4,125+403.9% |
| Admin fee / account holder | $115 | $8,173-98.6% | $12,815-99.1% | $5,651-98.0% |