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 | $1,143,030 | $117,983+868.8% | $101,794+1022.9% | $142,382+702.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 45.75% | 36.92%+8.8pp | 30.53%+15.2pp | 217.08%-171.3pp |
| Employer contribution / active EE | $2,338 | $2,773-15.7% | $2,289+2.1% | $4,299-45.6% |
| Participant deferral / active EE | $3,011 | $4,714-36.1% | $4,084-26.3% | $6,507-53.7% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |