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 | $476,515 | $214,378+122.3% | $200,582+137.6% | $142,382+234.7% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 16.22% | 46.41%-30.2pp | 42.33%-26.1pp | 217.08%-200.9pp |
| Employer contribution / active EE | $9,554 | $6,841+39.6% | $6,419+48.8% | $4,299+122.2% |
| Participant deferral / active EE | $16,345 | $9,865+65.7% | $9,331+75.2% | $6,507+151.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |