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 | $461,637 | $156,846+194.3% | $121,098+281.2% | $139,434+231.1% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 23.32% | 1474.56%-1451.2pp | 985.75%-962.4pp | 372.94%-349.6pp |
| Employer contribution / active EE | $32,625 | $5,536+489.3% | $4,164+683.6% | $4,751+586.7% |
| Participant deferral / active EE | $22,500 | $4,844+364.5% | $4,080+451.5% | $6,710+235.3% |
| Admin fee / account holder | $20 | $6,946-99.7% | $5,644-99.6% | $11,403-99.8% |