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 | $418,142 | $209,411+99.7% | $178,490+134.3% | $158,922+163.1% |
| Participation rate | 93.8% | 86.3%+7.4pp | 81.9%+11.8pp | 82.0%+11.8pp |
| Annual return | 19.17% | 188.75%-169.6pp | 151.07%-131.9pp | 302.83%-283.7pp |
| Employer contribution / active EE | $8,220 | $5,706+44.0% | $5,011+64.1% | $4,761+72.6% |
| Participant deferral / active EE | $8,671 | $5,954+45.6% | $5,202+66.7% | $5,982+44.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |