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 | $440,097 | $157,256+179.9% | $141,162+211.8% | $152,861+187.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.66% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,127 | $5,261-40.6% | $4,735-34.0% | $4,762-34.3% |
| Participant deferral / active EE | $14,858 | $7,109+109.0% | $6,709+121.5% | $5,850+154.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |