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 9-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 | $303,650 | $214,378+41.6% | $200,582+51.4% | $142,382+113.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 19.71% | 46.41%-26.7pp | 42.33%-22.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $18,402 | $6,841+169.0% | $6,419+186.7% | $4,299+328.0% |
| Participant deferral / active EE | $16,174 | $9,865+64.0% | $9,331+73.3% | $6,507+148.6% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |