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 | $666,583 | $209,336+218.4% | $197,124+238.2% | $137,256+385.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.62% | 48.09%-34.5pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $1,541 | $6,591-76.6% | $6,227-75.3% | $4,156-62.9% |
| Participant deferral / active EE | $19,410 | $9,614+101.9% | $9,135+112.5% | $6,407+203.0% |
| Admin fee / account holder | $293 | $17,308-98.3% | $16,298-98.2% | $12,270-97.6% |