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 | $537,714 | $167,484+221.1% | $151,611+254.7% | $134,475+299.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.05% | 7.80%-28.9pp | 3.33%-24.4pp | 417.96%-439.0pp |
| Employer contribution / active EE | $8,666 | $6,829+26.9% | $6,166+40.5% | $4,740+82.8% |
| Participant deferral / active EE | $16,697 | $8,986+85.8% | $8,363+99.6% | $6,400+160.9% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |