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 | $542,789 | $117,841+360.6% | $102,423+429.9% | $145,922+272.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.96% | 31.65%-20.7pp | 29.32%-18.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $23,195 | $3,615+541.7% | $3,023+667.2% | $4,660+397.8% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $43 | $13,326-99.7% | $9,451-99.6% | $13,397-99.7% |