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 5-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 | $467,726 | $117,859+296.9% | $102,438+356.6% | $145,959+220.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 19.44% | 31.72%-12.3pp | 29.37%-9.9pp | 561.95%-542.5pp |
| Employer contribution / active EE | $2,838 | $3,615-21.5% | $3,024-6.1% | $4,661-39.1% |
| Participant deferral / active EE | $6,622 | $5,732+15.5% | $5,054+31.0% | $6,689-1.0% |
| Admin fee / account holder | $0 | $13,318-100.0% | $9,448-100.0% | $13,398-100.0% |