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 | $104,974+353.9% | $95,585+398.5% | $142,382+234.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.12% | 210.33%-190.2pp | 38.56%-18.4pp | 217.08%-197.0pp |
| Employer contribution / active EE | $40,621 | $2,779+1361.9% | $2,527+1507.8% | $4,299+844.9% |
| Participant deferral / active EE | $19,269 | $4,352+342.8% | $4,023+379.0% | $6,507+196.1% |
| Admin fee / account holder | $22 | $6,386-99.7% | $6,127-99.6% | $12,624-99.8% |