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 | $383,479 | $175,202+118.9% | $149,673+156.2% | $139,434+175.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.65% | 166.71%-153.1pp | 134.42%-120.8pp | 372.94%-359.3pp |
| Employer contribution / active EE | $5,728 | $5,474+4.6% | $4,818+18.9% | $4,751+20.6% |
| Participant deferral / active EE | $7,269 | $6,519+11.5% | $5,680+28.0% | $6,710+8.3% |
| Admin fee / account holder | $6 | $16,150-100.0% | $13,210-100.0% | $11,403-99.9% |