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 6-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 | $302,149 | $167,484+80.4% | $151,611+99.3% | $134,475+124.7% |
| Participation rate | 86.7% | 88.4%-1.7pp | 87.5%-0.8pp | 81.2%+5.4pp |
| Annual return | 84.68% | 7.80%+76.9pp | 3.33%+81.3pp | 417.96%-333.3pp |
| Employer contribution / active EE | $4,403 | $6,829-35.5% | $6,166-28.6% | $4,740-7.1% |
| Participant deferral / active EE | $7,451 | $8,986-17.1% | $8,363-10.9% | $6,400+16.4% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |