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 3-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 | $332,459 | $159,901+107.9% | $146,958+126.2% | $145,922+127.8% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.8pp |
| Annual return | 17.84% | 98.13%-80.3pp | 418.34%-400.5pp | 561.29%-543.4pp |
| Employer contribution / active EE | $5,158 | $5,286-2.4% | $4,933+4.6% | $4,660+10.7% |
| Participant deferral / active EE | $12,695 | $8,428+50.6% | $8,070+57.3% | $6,688+89.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |