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 | $646,049 | $112,096+476.3% | $95,952+573.3% | $158,922+306.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.69% | 171.09%-156.4pp | 91.61%-76.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $7,680 | $3,198+140.2% | $2,541+202.3% | $4,761+61.3% |
| Participant deferral / active EE | $4,564 | $4,784-4.6% | $4,167+9.5% | $5,982-23.7% |
| Admin fee / account holder | $218 | $10,130-97.8% | $6,795-96.8% | $11,246-98.1% |