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 | $863,486 | $175,202+392.9% | $149,673+476.9% | $139,434+519.3% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.2pp |
| Annual return | 16.24% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $37,549 | $5,474+585.9% | $4,818+679.4% | $4,751+690.4% |
| Participant deferral / active EE | $6,443 | $6,519-1.2% | $5,680+13.4% | $6,710-4.0% |
| Admin fee / account holder | $162 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |