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 | $417,666 | $167,307+149.6% | $143,757+190.5% | $134,475+210.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.68% | 0.46%+1.2pp | -0.04%+1.7pp | 417.96%-416.3pp |
| Employer contribution / active EE | $6,304 | $5,619+12.2% | $4,951+27.3% | $4,740+33.0% |
| Participant deferral / active EE | $13,464 | $6,446+108.9% | $5,637+138.8% | $6,400+110.4% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |