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 10-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 | $743,529 | $217,402+242.0% | $185,823+300.1% | $167,490+343.9% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 25.17% | 148.36%-123.2pp | 122.05%-96.9pp | 478.56%-453.4pp |
| Employer contribution / active EE | $10,391 | $5,873+76.9% | $5,167+101.1% | $4,837+114.8% |
| Participant deferral / active EE | $13,278 | $6,356+108.9% | $5,568+138.5% | $6,341+109.4% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |