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 | $556,801 | $185,822+199.6% | $169,993+227.5% | $139,434+299.3% |
| Participation rate | 88.9% | 87.8%+1.1pp | 87.0%+1.9pp | 80.3%+8.6pp |
| Annual return | 34.56% | 60.50%-25.9pp | 53.37%-18.8pp | 372.94%-338.4pp |
| Employer contribution / active EE | $13,968 | $7,590+84.0% | $6,785+105.9% | $4,751+194.0% |
| Participant deferral / active EE | $15,635 | $11,622+34.5% | $10,408+50.2% | $6,710+133.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |