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 | $323,825 | $137,414+135.7% | $189,513+70.9% | $85,850+277.2% |
| Participation rate | 92.3% | 84.6%+7.7pp | 87.8%+4.5pp | 69.3%+23.0pp |
| Annual return | 14.45% | 38.14%-23.7pp | 555.15%-540.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $8,662 | $4,344+99.4% | $6,162+40.6% | $2,565+237.7% |
| Participant deferral / active EE | $12,856 | $6,260+105.4% | $8,221+56.4% | $3,952+225.3% |
| Admin fee / account holder | $7 | $8,630-99.9% | $12,045-99.9% | $6,260-99.9% |