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 9-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 | $391,586 | $104,974+273.0% | $95,585+309.7% | $142,382+175.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.65% | 210.33%-193.7pp | 38.56%-21.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $3,969 | $2,779+42.8% | $2,527+57.1% | $4,299-7.7% |
| Participant deferral / active EE | $17,577 | $4,352+303.9% | $4,023+336.9% | $6,507+170.1% |
| Admin fee / account holder | $72 | $6,386-98.9% | $6,127-98.8% | $12,624-99.4% |