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 | $375,871 | $176,377+113.1% | $134,143+180.2% | $158,922+136.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.87% | 63.63%-51.8pp | 36.33%-24.5pp | 302.83%-291.0pp |
| Employer contribution / active EE | $6,391 | $5,040+26.8% | $3,704+72.6% | $4,761+34.2% |
| Participant deferral / active EE | $13,691 | $4,091+234.6% | $3,499+291.3% | $5,982+128.9% |
| Admin fee / account holder | $8 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |