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 | $539,417 | $217,402+148.1% | $185,823+190.3% | $167,490+222.1% |
| Participation rate | 90.0% | 86.0%+4.0pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 11.43% | 148.36%-136.9pp | 122.05%-110.6pp | 478.56%-467.1pp |
| Employer contribution / active EE | $13,818 | $5,873+135.3% | $5,167+167.4% | $4,837+185.6% |
| Participant deferral / active EE | $11,467 | $6,356+80.4% | $5,568+106.0% | $6,341+80.8% |
| Admin fee / account holder | $289 | $19,811-98.5% | $16,237-98.2% | $12,309-97.6% |