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 | $316,861 | $96,635+227.9% | $86,612+265.8% | $139,434+127.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.32% | 106.41%-86.1pp | 591.07%-570.7pp | 372.94%-352.6pp |
| Employer contribution / active EE | $19,056 | $3,263+484.0% | $3,022+530.5% | $4,751+301.1% |
| Participant deferral / active EE | $15,000 | $4,836+210.2% | $4,438+238.0% | $6,710+123.5% |
| Admin fee / account holder | $9 | $6,408-99.9% | $5,614-99.8% | $11,403-99.9% |