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 | $361,130 | $176,056+105.1% | $159,436+126.5% | $167,490+115.6% |
| Participation rate | 92.9% | 84.9%+7.9pp | 82.8%+10.0pp | 82.1%+10.8pp |
| Annual return | 15.78% | 331.75%-316.0pp | 263.57%-247.8pp | 478.56%-462.8pp |
| Employer contribution / active EE | $7,578 | $5,297+43.1% | $4,829+56.9% | $4,837+56.7% |
| Participant deferral / active EE | $6,673 | $7,750-13.9% | $7,352-9.2% | $6,341+5.2% |
| Admin fee / account holder | $9 | $12,554-99.9% | $10,799-99.9% | $12,309-99.9% |