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 | $344,562 | $209,411+64.5% | $178,490+93.0% | $158,922+116.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.48% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.3pp |
| Employer contribution / active EE | $6,112 | $5,706+7.1% | $5,011+22.0% | $4,761+28.4% |
| Participant deferral / active EE | $9,392 | $5,954+57.7% | $5,202+80.6% | $5,982+57.0% |
| Admin fee / account holder | $78 | $17,074-99.5% | $13,984-99.4% | $11,246-99.3% |