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 | $406,268 | $148,534+173.5% | $135,903+198.9% | $139,434+191.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.59% | 79.19%-65.6pp | 68.23%-54.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $23,496 | $5,243+348.1% | $4,856+383.8% | $4,751+394.6% |
| Participant deferral / active EE | $17,056 | $8,100+110.6% | $7,758+119.9% | $6,710+154.2% |
| Admin fee / account holder | $197 | $12,400-98.4% | $10,762-98.2% | $11,403-98.3% |