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 | $283,920 | $85,202+233.2% | $172,739+64.4% | $72,985+289.0% |
| Participation rate | 90.9% | 70.1%+20.8pp | 82.6%+8.3pp | 69.5%+21.4pp |
| Annual return | 23.75% | 27.32%-3.6pp | 802.84%-779.1pp | 81.00%-57.3pp |
| Employer contribution / active EE | $8,514 | $3,324+156.1% | $5,143+65.6% | $2,440+249.0% |
| Participant deferral / active EE | $5,245 | $3,260+60.9% | $5,198+0.9% | $3,607+45.4% |
| Admin fee / account holder | $129 | $5,884-97.8% | $13,954-99.1% | $5,124-97.5% |