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 7-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 | $283,645 | $201,272+40.9% | $184,203+54.0% | $145,922+94.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 39.00% | 29.00%+10.0pp | 28.81%+10.2pp | 561.29%-522.3pp |
| Employer contribution / active EE | $26,400 | $7,022+276.0% | $6,427+310.8% | $4,660+466.6% |
| Participant deferral / active EE | $9,100 | $9,806-7.2% | $9,131-0.3% | $6,688+36.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |