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 | $452,814 | $197,591+129.2% | $177,821+154.6% | $158,922+184.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.19% | 58.76%-43.6pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $20,043 | $6,697+199.3% | $5,918+238.7% | $4,761+321.0% |
| Participant deferral / active EE | $13,000 | $8,405+54.7% | $7,714+68.5% | $5,982+117.3% |
| Admin fee / account holder | $195 | $15,399-98.7% | $12,427-98.4% | $11,246-98.3% |