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 | $290,464 | $232,540+24.9% | $185,117+56.9% | $147,584+96.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 13.26% | 43.03%-29.8pp | 40.50%-27.2pp | 578.55%-565.3pp |
| Employer contribution / active EE | $35,000 | $5,195+573.7% | $4,182+737.0% | $4,876+617.8% |
| Participant deferral / active EE | $18,000 | $5,834+208.6% | $5,045+256.8% | $5,439+231.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |