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 | $424,146 | $214,378+97.8% | $200,582+111.5% | $142,382+197.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.49% | 46.41%-31.9pp | 42.33%-27.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $5,747 | $6,841-16.0% | $6,419-10.5% | $4,299+33.7% |
| Participant deferral / active EE | $12,641 | $9,865+28.1% | $9,331+35.5% | $6,507+94.3% |
| Admin fee / account holder | $94 | $17,692-99.5% | $16,305-99.4% | $12,624-99.3% |