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 | $464,821 | $109,817+323.3% | $98,442+372.2% | $167,490+177.5% |
| Participation rate | 80.0% | 75.8%+4.2pp | 73.3%+6.7pp | 82.1%-2.1pp |
| Annual return | 15.72% | 1956.69%-1941.0pp | 1492.73%-1477.0pp | 478.56%-462.8pp |
| Employer contribution / active EE | $3,648 | $3,224+13.1% | $2,960+23.2% | $4,837-24.6% |
| Participant deferral / active EE | $12,280 | $4,673+162.8% | $4,276+187.2% | $6,341+93.6% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |