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 8-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 | $268,159 | $157,256+70.5% | $141,162+90.0% | $152,861+75.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 26.79% | 64.32%-37.5pp | 71.39%-44.6pp | 345.32%-318.5pp |
| Employer contribution / active EE | $6,446 | $5,261+22.5% | $4,735+36.1% | $4,762+35.3% |
| Participant deferral / active EE | $8,805 | $7,109+23.8% | $6,709+31.2% | $5,850+50.5% |
| Admin fee / account holder | $146 | $12,120-98.8% | $10,261-98.6% | $11,596-98.7% |