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 | $333,300 | $124,185+168.4% | $108,410+207.4% | $167,490+99.0% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 13.79% | 1379.64%-1365.9pp | 905.27%-891.5pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,006 | $4,187-28.2% | $3,558-15.5% | $4,837-37.9% |
| Participant deferral / active EE | $12,933 | $6,908+87.2% | $6,563+97.1% | $6,341+103.9% |
| Admin fee / account holder | $109 | $9,455-98.9% | $7,295-98.5% | $12,309-99.1% |