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 | $494,544 | $138,347+257.5% | $184,203+168.5% | $80,856+511.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 13.55% | 20.02%-6.5pp | 28.81%-15.3pp | 35.59%-22.0pp |
| Employer contribution / active EE | $14,090 | $4,850+190.5% | $6,427+119.2% | $2,755+411.5% |
| Participant deferral / active EE | $17,754 | $7,071+151.1% | $9,131+94.4% | $4,296+313.3% |
| Admin fee / account holder | $96 | $10,483-99.1% | $13,901-99.3% | $6,918-98.6% |