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 | $384,341 | $209,411+83.5% | $178,490+115.3% | $158,922+141.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.81% | 188.75%-171.9pp | 151.07%-134.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $4,068 | $5,706-28.7% | $5,011-18.8% | $4,761-14.6% |
| Participant deferral / active EE | $6,603 | $5,954+10.9% | $5,202+26.9% | $5,982+10.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |