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 | $400,775 | $102,616+290.6% | $81,983+388.9% | $158,922+152.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 15.99% | 61.04%-45.1pp | 41.31%-25.3pp | 302.83%-286.8pp |
| Employer contribution / active EE | $16,796 | $3,240+418.4% | $2,498+572.4% | $4,761+252.8% |
| Participant deferral / active EE | $2,890 | $4,648-37.8% | $3,722-22.4% | $5,982-51.7% |
| Admin fee / account holder | $279 | $8,235-96.6% | $5,664-95.1% | $11,246-97.5% |