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 | $359,030 | $183,519+95.6% | $155,509+130.9% | $145,922+146.0% |
| Participation rate | 85.0% | 82.7%+2.3pp | 78.2%+6.8pp | 80.3%+4.7pp |
| Annual return | 9.82% | 61.17%-51.3pp | 64.67%-54.9pp | 561.29%-551.5pp |
| Employer contribution / active EE | $15,793 | $5,313+197.3% | $4,672+238.0% | $4,660+238.9% |
| Participant deferral / active EE | $11,787 | $6,462+82.4% | $5,626+109.5% | $6,688+76.3% |
| Admin fee / account holder | $210 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |