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 | $441,362 | $202,318+118.2% | $172,739+155.5% | $152,861+188.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 19.66% | 1029.65%-1010.0pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $17,785 | $5,856+203.7% | $5,143+245.8% | $4,762+273.5% |
| Participant deferral / active EE | $15,066 | $5,948+153.3% | $5,198+189.9% | $5,850+157.5% |
| Admin fee / account holder | $51 | $17,109-99.7% | $13,954-99.6% | $11,596-99.6% |