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 | $383,364 | $817,678-53.1% | $392,568-2.3% | $152,861+150.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.1%+21.9pp | 82.4%+17.6pp |
| Annual return | 21.42% | 22.84%-1.4pp | 24.42%-3.0pp | 345.32%-323.9pp |
| Employer contribution / active EE | $11,405 | $5,502+107.3% | $3,783+201.5% | $4,762+139.5% |
| Participant deferral / active EE | $8,673 | $8,398+3.3% | $5,985+44.9% | $5,850+48.3% |
| Admin fee / account holder | $6 | $12,095-99.9% | $6,260-99.9% | $11,596-99.9% |