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 | $476,472 | $101,618+368.9% | $93,063+412.0% | $137,256+247.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 20.12% | 223.95%-203.8pp | 34.15%-14.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $40,621 | $2,707+1400.5% | $2,476+1540.5% | $4,156+877.4% |
| Participant deferral / active EE | $19,269 | $4,279+350.3% | $3,958+386.8% | $6,407+200.8% |
| Admin fee / account holder | $22 | $6,198-99.7% | $6,033-99.6% | $12,270-99.8% |