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 6-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 | $296,545 | $165,984+78.7% | $164,813+79.9% | $145,922+103.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 94.35% | 100.03%-5.7pp | 69.93%+24.4pp | 561.29%-466.9pp |
| Employer contribution / active EE | $3,005 | $5,273-43.0% | $4,341-30.8% | $4,660-35.5% |
| Participant deferral / active EE | $9,734 | $6,959+39.9% | $6,031+61.4% | $6,688+45.5% |
| Admin fee / account holder | $131 | $16,648-99.2% | $12,690-99.0% | $13,397-99.0% |