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 | $452,739 | $98,750+358.5% | $149,696+202.4% | $79,858+466.9% |
| Participation rate | 90.9% | 75.8%+15.1pp | 82.5%+8.4pp | 69.6%+21.3pp |
| Annual return | 13.55% | 27.43%-13.9pp | 276.60%-263.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $11,329 | $3,216+252.2% | $4,644+143.9% | $2,471+358.5% |
| Participant deferral / active EE | $11,078 | $5,680+95.0% | $6,842+61.9% | $3,740+196.2% |
| Admin fee / account holder | $297 | $6,053-95.1% | $9,309-96.8% | $5,306-94.4% |