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 | $462,101 | $217,402+112.6% | $185,823+148.7% | $167,490+175.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.10% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $14,223 | $5,873+142.2% | $5,167+175.2% | $4,837+194.0% |
| Participant deferral / active EE | $17,847 | $6,356+180.8% | $5,568+220.5% | $6,341+181.4% |
| Admin fee / account holder | $129 | $19,811-99.3% | $16,237-99.2% | $12,309-99.0% |