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 | $485,419 | $214,378+126.4% | $200,582+142.0% | $142,382+240.9% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 20.83% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,360 | $6,841-50.9% | $6,419-47.6% | $4,299-21.8% |
| Participant deferral / active EE | $15,569 | $9,865+57.8% | $9,331+66.9% | $6,507+139.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |