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 | $476,818 | $183,519+159.8% | $155,509+206.6% | $145,922+226.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.98% | 61.17%-39.2pp | 64.67%-42.7pp | 561.29%-539.3pp |
| Employer contribution / active EE | $5,404 | $5,313+1.7% | $4,672+15.7% | $4,660+16.0% |
| Participant deferral / active EE | $4,838 | $6,462-25.1% | $5,626-14.0% | $6,688-27.7% |
| Admin fee / account holder | $9 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |