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 | $348,532 | $99,921+248.8% | $85,009+310.0% | $145,959+138.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.61% | 83.89%-66.3pp | 66.47%-48.9pp | 561.95%-544.3pp |
| Employer contribution / active EE | $4,190 | $3,233+29.6% | $2,728+53.6% | $4,661-10.1% |
| Participant deferral / active EE | $7,650 | $5,293+44.5% | $4,522+69.2% | $6,689+14.4% |
| Admin fee / account holder | $17 | $7,252-99.8% | $6,153-99.7% | $13,398-99.9% |