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 | $287,892 | $172,111+67.3% | $150,298+91.5% | $137,256+109.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 13.38% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $8,388 | $4,636+80.9% | $4,154+101.9% | $4,156+101.8% |
| Participant deferral / active EE | $8,400 | $6,166+36.2% | $5,453+54.1% | $6,407+31.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |