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 | $259,688 | $148,534+74.8% | $135,903+91.1% | $139,434+86.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.37% | 79.19%-59.8pp | 68.23%-48.9pp | 372.94%-353.6pp |
| Employer contribution / active EE | $21,531 | $5,243+310.7% | $4,856+343.4% | $4,751+353.2% |
| Participant deferral / active EE | $11,875 | $8,100+46.6% | $7,758+53.1% | $6,710+77.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |