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 | $258,923 | $125,758+105.9% | $169,993+52.3% | $75,163+244.5% |
| Participation rate | 91.7% | 83.6%+8.1pp | 87.0%+4.7pp | 67.2%+24.5pp |
| Annual return | 14.60% | 27.20%-12.6pp | 53.37%-38.8pp | 160.62%-146.0pp |
| Employer contribution / active EE | $9,265 | $4,615+100.8% | $6,785+36.5% | $2,670+247.0% |
| Participant deferral / active EE | $15,553 | $6,837+127.5% | $10,408+49.4% | $4,125+277.0% |
| Admin fee / account holder | $32 | $8,173-99.6% | $12,815-99.8% | $5,651-99.4% |