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 6-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 | $443,873 | $214,378+107.1% | $200,582+121.3% | $142,382+211.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.72% | 46.41%-21.7pp | 42.33%-17.6pp | 217.08%-192.4pp |
| Employer contribution / active EE | $9,185 | $6,841+34.3% | $6,419+43.1% | $4,299+113.6% |
| Participant deferral / active EE | $19,409 | $9,865+96.7% | $9,331+108.0% | $6,507+198.3% |
| Admin fee / account holder | $10 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |