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 | $256,516 | $74,888+242.5% | $71,209+260.2% | $142,382+80.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.44% | 345.14%-323.7pp | 282.51%-261.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,238 | $2,854+48.5% | $2,721+55.7% | $4,299-1.4% |
| Participant deferral / active EE | $2,254 | $4,454-49.4% | $4,175-46.0% | $6,507-65.4% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |