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 | $305,003 | $183,592+66.1% | $155,567+96.1% | $145,959+109.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 11.60% | 61.24%-49.6pp | 64.74%-53.1pp | 561.95%-550.4pp |
| Employer contribution / active EE | $11,279 | $5,315+112.2% | $4,674+141.3% | $4,661+142.0% |
| Participant deferral / active EE | $10,259 | $6,464+58.7% | $5,628+82.3% | $6,689+53.4% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |