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 3-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 | $440,236 | $111,535+294.7% | $105,223+318.4% | $137,256+220.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.29% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $28,997 | $3,939+636.1% | $3,689+686.1% | $4,156+597.7% |
| Participant deferral / active EE | $24,899 | $5,500+352.7% | $5,072+390.9% | $6,407+288.6% |
| Admin fee / account holder | $158 | $9,721-98.4% | $8,859-98.2% | $12,270-98.7% |