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 8-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 | $436,537 | $185,200+135.7% | $142,863+205.6% | $167,490+160.6% |
| Participation rate | 90.0% | 78.4%+11.6pp | 71.9%+18.1pp | 82.1%+7.9pp |
| Annual return | 15.48% | 8555.70%-8540.2pp | 5637.54%-5622.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $20,958 | $5,604+274.0% | $4,144+405.8% | $4,837+333.2% |
| Participant deferral / active EE | $18,783 | $4,494+317.9% | $3,837+389.5% | $6,341+196.2% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,560-100.0% | $12,309-100.0% |