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 | $322,031 | $197,591+63.0% | $177,821+81.1% | $158,922+102.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.54% | 58.76%-50.2pp | 48.32%-39.8pp | 302.83%-294.3pp |
| Employer contribution / active EE | $14,846 | $6,697+121.7% | $5,918+150.8% | $4,761+211.8% |
| Participant deferral / active EE | $14,014 | $8,405+66.7% | $7,714+81.7% | $5,982+134.3% |
| Admin fee / account holder | $6 | $15,399-100.0% | $12,427-100.0% | $11,246-99.9% |