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 8-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 | $380,387 | $123,793+207.3% | $177,821+113.9% | $79,858+376.3% |
| Participation rate | 85.7% | 84.7%+1.1pp | 87.7%-2.0pp | 69.6%+16.1pp |
| Annual return | 39.80% | 22.82%+17.0pp | 48.32%-8.5pp | 31.71%+8.1pp |
| Employer contribution / active EE | $19,035 | $4,095+364.8% | $5,918+221.6% | $2,471+670.4% |
| Participant deferral / active EE | $12,926 | $5,956+117.0% | $7,714+67.6% | $3,740+245.6% |
| Admin fee / account holder | $107 | $7,243-98.5% | $12,427-99.1% | $5,306-98.0% |