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 9-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 | $432,126 | $201,272+114.7% | $184,203+134.6% | $145,922+196.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.50% | 29.00%-13.5pp | 28.81%-13.3pp | 561.29%-545.8pp |
| Employer contribution / active EE | $24,912 | $7,022+254.8% | $6,427+287.6% | $4,660+434.6% |
| Participant deferral / active EE | $16,257 | $9,806+65.8% | $9,131+78.0% | $6,688+143.1% |
| Admin fee / account holder | $88 | $16,364-99.5% | $13,901-99.4% | $13,397-99.3% |