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 | $300,826 | $103,966+189.3% | $112,887+166.5% | $75,163+300.2% |
| Participation rate | 87.2% | 75.7%+11.5pp | 80.5%+6.7pp | 67.2%+20.0pp |
| Annual return | 20.95% | 24.54%-3.6pp | 34.10%-13.1pp | 160.62%-139.7pp |
| Employer contribution / active EE | $18,893 | $3,870+388.2% | $4,563+314.0% | $2,670+607.6% |
| Participant deferral / active EE | $9,343 | $5,456+71.3% | $6,513+43.4% | $4,125+126.5% |
| Admin fee / account holder | $0 | $7,663-100.0% | $7,047-100.0% | $5,651-100.0% |