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 | $276,178 | $180,449+53.1% | $154,107+79.2% | $135,375+104.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.14% | 888.09%-891.2pp | 735.12%-738.3pp | 519.73%-522.9pp |
| Employer contribution / active EE | $11,037 | $6,035+82.9% | $5,298+108.3% | $4,779+131.0% |
| Participant deferral / active EE | $8,292 | $5,806+42.8% | $5,081+63.2% | $5,609+47.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |