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 | $292,269 | $198,466+47.3% | $170,442+71.5% | $147,584+98.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.99% | 257.29%-239.3pp | 205.93%-187.9pp | 578.55%-560.6pp |
| Employer contribution / active EE | $9,862 | $6,184+59.5% | $5,433+81.5% | $4,876+102.2% |
| Participant deferral / active EE | $5,501 | $5,629-2.3% | $4,939+11.4% | $5,439+1.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |