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 | $381,912 | $77,634+391.9% | $156,549+144.0% | $62,891+507.3% |
| Participation rate | 95.9% | 71.2%+24.7pp | 84.0%+11.9pp | 69.3%+26.6pp |
| Annual return | 8.67% | 50.32%-41.7pp | 32.23%-23.6pp | 20.14%-11.5pp |
| Employer contribution / active EE | $15,112 | $3,444+338.8% | $5,501+174.7% | $2,281+562.5% |
| Participant deferral / active EE | $8,609 | $3,045+182.7% | $4,871+76.7% | $3,203+168.8% |
| Admin fee / account holder | $65 | $5,561-98.8% | $13,027-99.5% | $4,296-98.5% |