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 | $312,890 | $91,190+243.1% | $178,490+75.3% | $79,858+291.8% |
| Participation rate | 95.2% | 69.2%+26.0pp | 81.9%+13.3pp | 69.6%+25.6pp |
| Annual return | 20.89% | 24.19%-3.3pp | 151.07%-130.2pp | 31.71%-10.8pp |
| Employer contribution / active EE | $8,279 | $3,256+154.3% | $5,011+65.2% | $2,471+235.1% |
| Participant deferral / active EE | $12,521 | $3,236+286.9% | $5,202+140.7% | $3,740+234.8% |
| Admin fee / account holder | $27 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |