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 | $649,242 | $202,318+220.9% | $172,739+275.9% | $152,861+324.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.29% | 1029.65%-1007.4pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $20,785 | $5,856+254.9% | $5,143+304.1% | $4,762+336.4% |
| Participant deferral / active EE | $15,929 | $5,948+167.8% | $5,198+206.5% | $5,850+172.3% |
| Admin fee / account holder | $112 | $17,109-99.3% | $13,954-99.2% | $11,596-99.0% |