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 | $310,045 | $108,919+184.7% | $100,391+208.8% | $145,922+112.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.48% | 57.88%-43.4pp | 49.20%-34.7pp | 561.29%-546.8pp |
| Employer contribution / active EE | $19,284 | $4,419+336.4% | $3,942+389.2% | $4,660+313.9% |
| Participant deferral / active EE | $7,667 | $8,445-9.2% | $8,082-5.1% | $6,688+14.6% |
| Admin fee / account holder | $273 | $9,689-97.2% | $7,899-96.6% | $13,397-98.0% |