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 | $372,679 | $177,572+109.9% | $154,803+140.7% | $142,382+161.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.72% | 65.07%-42.4pp | 58.88%-36.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $6,272 | $4,810+30.4% | $4,305+45.7% | $4,299+45.9% |
| Participant deferral / active EE | $12,544 | $6,272+100.0% | $5,540+126.4% | $6,507+92.8% |
| Admin fee / account holder | $15 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |