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 | $558,168 | $177,572+214.3% | $154,803+260.6% | $142,382+292.0% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 14.89% | 65.07%-50.2pp | 58.88%-44.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $11,572 | $4,810+140.6% | $4,305+168.8% | $4,299+169.2% |
| Participant deferral / active EE | $13,521 | $6,272+115.6% | $5,540+144.0% | $6,507+107.8% |
| Admin fee / account holder | $165 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |