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 | $409,569 | $149,333+174.3% | $106,387+285.0% | $135,375+202.5% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | 15.85% | 0.52%+15.3pp | 0.25%+15.6pp | 519.73%-503.9pp |
| Employer contribution / active EE | $7,545 | $4,984+51.4% | $3,520+114.4% | $4,779+57.9% |
| Participant deferral / active EE | $15,450 | $7,230+113.7% | $5,421+185.0% | $5,609+175.5% |
| Admin fee / account holder | $188 | $15,952-98.8% | $7,510-97.5% | $10,827-98.3% |