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 | $440,894 | $138,044+219.4% | $125,339+251.8% | $134,475+227.9% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -10.45% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $12,112 | $5,243+131.0% | $4,814+151.6% | $4,740+155.6% |
| Participant deferral / active EE | $11,016 | $7,799+41.3% | $7,446+47.9% | $6,400+72.1% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |