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 | $356,786 | $104,664+240.9% | $85,682+316.4% | $167,490+113.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 20.92% | 21.45%-0.5pp | 21.49%-0.6pp | 478.56%-457.6pp |
| Employer contribution / active EE | $17,795 | $3,337+433.3% | $2,618+579.6% | $4,837+267.9% |
| Participant deferral / active EE | $16,927 | $4,824+250.9% | $3,923+331.5% | $6,341+166.9% |
| Admin fee / account holder | $130 | $10,032-98.7% | $6,873-98.1% | $12,309-98.9% |