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 | $422,012 | $159,602+164.4% | $150,045+181.3% | $142,382+196.4% |
| Participation rate | 94.4% | 84.0%+10.5pp | 82.3%+12.1pp | 80.1%+14.3pp |
| Annual return | 17.20% | 70.24%-53.0pp | 62.55%-45.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $6,914 | $4,961+39.4% | $4,693+47.3% | $4,299+60.8% |
| Participant deferral / active EE | $8,637 | $8,310+3.9% | $7,997+8.0% | $6,507+32.7% |
| Admin fee / account holder | $9 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |