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 | $472,732 | $210,648+124.4% | $177,989+165.6% | $145,922+224.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.11% | 385.86%-377.7pp | 294.48%-286.4pp | 561.29%-553.2pp |
| Employer contribution / active EE | $10,006 | $4,565+119.2% | $3,949+153.4% | $4,660+114.7% |
| Participant deferral / active EE | $14,994 | $6,958+115.5% | $6,276+138.9% | $6,688+124.2% |
| Admin fee / account holder | $20 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |