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 | $311,697 | $227,553+37.0% | $189,557+64.4% | $167,490+86.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.45% | 78.40%-60.0pp | 64.17%-45.7pp | 478.56%-460.1pp |
| Employer contribution / active EE | $3,509 | $5,316-34.0% | $4,412-20.5% | $4,837-27.5% |
| Participant deferral / active EE | $11,238 | $7,002+60.5% | $6,174+82.0% | $6,341+77.2% |
| Admin fee / account holder | $30 | $11,878-99.7% | $9,807-99.7% | $12,309-99.8% |