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 | $446,546 | $95,266+368.7% | $82,389+442.0% | $142,382+213.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.63% | 25.74%-11.1pp | 28.67%-14.0pp | 217.08%-202.4pp |
| Employer contribution / active EE | $16,239 | $2,991+442.9% | $2,517+545.1% | $4,299+277.7% |
| Participant deferral / active EE | $7,594 | $4,809+57.9% | $4,155+82.8% | $6,507+16.7% |
| Admin fee / account holder | $182 | $8,563-97.9% | $7,231-97.5% | $12,624-98.6% |