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 | $382,139 | $176,812+116.1% | $146,665+160.6% | $167,490+128.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 12.39% | 24.03%-11.6pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $7,759 | $5,160+50.4% | $4,136+87.6% | $4,837+60.4% |
| Participant deferral / active EE | $11,150 | $6,440+73.1% | $5,506+102.5% | $6,341+75.8% |
| Admin fee / account holder | $147 | $13,259-98.9% | $10,280-98.6% | $12,309-98.8% |