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 | $386,607 | $197,591+95.7% | $177,821+117.4% | $158,922+143.3% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.7%+6.0pp | 82.0%+11.8pp |
| Annual return | 11.28% | 58.76%-47.5pp | 48.32%-37.0pp | 302.83%-291.5pp |
| Employer contribution / active EE | $19,308 | $6,697+188.3% | $5,918+226.2% | $4,761+305.5% |
| Participant deferral / active EE | $16,815 | $8,405+100.1% | $7,714+118.0% | $5,982+181.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |