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 | $325,494 | $133,922+143.0% | $116,228+180.0% | $142,382+128.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 9.93% | 147.76%-137.8pp | 90.06%-80.1pp | 217.08%-207.1pp |
| Employer contribution / active EE | $6,733 | $3,446+95.4% | $2,994+124.8% | $4,299+56.6% |
| Participant deferral / active EE | $4,126 | $5,672-27.3% | $4,953-16.7% | $6,507-36.6% |
| Admin fee / account holder | $1 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |