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 | $474,093 | $135,952+248.7% | $123,892+282.7% | $273,961+73.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.97% | 56.63%-45.7pp | 47.52%-36.5pp | 41.45%-30.5pp |
| Employer contribution / active EE | $12,125 | $5,170+134.5% | $4,617+162.6% | $4,869+149.0% |
| Participant deferral / active EE | $13,718 | $6,343+116.3% | $5,984+129.2% | $5,287+159.5% |
| Admin fee / account holder | $52 | $9,817-99.5% | $8,357-99.4% | $10,132-99.5% |