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 | $335,983 | $185,822+80.8% | $169,993+97.6% | $139,434+141.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.17% | 60.50%-40.3pp | 53.37%-33.2pp | 372.94%-352.8pp |
| Employer contribution / active EE | $12,002 | $7,590+58.1% | $6,785+76.9% | $4,751+152.6% |
| Participant deferral / active EE | $8,265 | $11,622-28.9% | $10,408-20.6% | $6,710+23.2% |
| Admin fee / account holder | $150 | $15,381-99.0% | $12,815-98.8% | $11,403-98.7% |