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 | $341,296 | $167,307+104.0% | $143,757+137.4% | $134,475+153.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 14.48% | 0.46%+14.0pp | -0.04%+14.5pp | 417.96%-403.5pp |
| Employer contribution / active EE | $15,155 | $5,619+169.7% | $4,951+206.1% | $4,740+219.7% |
| Participant deferral / active EE | $26,154 | $6,446+305.8% | $5,637+364.0% | $6,400+308.7% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |