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 | $535,411 | $214,378+149.8% | $200,582+166.9% | $142,382+276.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.38% | 46.41%-25.0pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $4,956 | $6,841-27.6% | $6,419-22.8% | $4,299+15.3% |
| Participant deferral / active EE | $12,583 | $9,865+27.6% | $9,331+34.9% | $6,507+93.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |