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 8-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 | $277,377 | $158,398+75.1% | $126,539+119.2% | $142,382+94.8% |
| Participation rate | 80.0% | 75.8%+4.2pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 18.52% | 593.76%-575.2pp | 425.95%-407.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $5,164 | $4,650+11.1% | $3,674+40.6% | $4,299+20.1% |
| Participant deferral / active EE | $10,900 | $4,767+128.7% | $4,083+167.0% | $6,507+67.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |