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 | $377,076 | $97,757+285.7% | $83,848+349.7% | $135,375+178.5% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | 6.21% | 1287.37%-1281.2pp | 850.88%-844.7pp | 519.73%-513.5pp |
| Employer contribution / active EE | $6,429 | $4,222+52.3% | $3,631+77.1% | $4,779+34.5% |
| Participant deferral / active EE | $6,541 | $4,682+39.7% | $4,082+60.2% | $5,609+16.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |