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 | $526,341 | $109,881+379.0% | $150,045+250.8% | $84,808+520.6% |
| Participation rate | 84.6% | 76.1%+8.5pp | 82.3%+2.3pp | 68.3%+16.3pp |
| Annual return | 17.07% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.8pp |
| Employer contribution / active EE | $7,082 | $3,561+98.9% | $4,693+50.9% | $2,631+169.2% |
| Participant deferral / active EE | $12,939 | $6,636+95.0% | $7,997+61.8% | $4,212+207.2% |
| Admin fee / account holder | $67 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |