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 | $353,642 | $138,044+156.2% | $125,339+182.1% | $134,475+163.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 6.87% | 750.33%-743.5pp | 572.05%-565.2pp | 417.96%-411.1pp |
| Employer contribution / active EE | $4,267 | $5,243-18.6% | $4,814-11.4% | $4,740-10.0% |
| Participant deferral / active EE | $18,400 | $7,799+135.9% | $7,446+147.1% | $6,400+187.5% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |