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 | $410,630 | $111,754+267.4% | $103,333+297.4% | $145,922+181.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 19.37% | 24.77%-5.4pp | 24.88%-5.5pp | 561.29%-541.9pp |
| Employer contribution / active EE | $15,780 | $4,212+274.6% | $3,868+308.0% | $4,660+238.7% |
| Participant deferral / active EE | $13,856 | $5,619+146.6% | $5,057+174.0% | $6,688+107.2% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |