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 | $869,714 | $176,056+394.0% | $159,436+445.5% | $167,490+419.3% |
| Participation rate | 83.3% | 84.9%-1.6pp | 82.8%+0.5pp | 82.1%+1.2pp |
| Annual return | 12.69% | 331.75%-319.1pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $10,516 | $5,297+98.5% | $4,829+117.8% | $4,837+117.4% |
| Participant deferral / active EE | $16,017 | $7,750+106.7% | $7,352+117.8% | $6,341+152.6% |
| Admin fee / account holder | $22 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |