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 | $389,917 | $209,336+86.3% | $197,124+97.8% | $137,256+184.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.05% | 48.09%-30.0pp | 44.34%-26.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $6,609 | $6,591+0.3% | $6,227+6.1% | $4,156+59.0% |
| Participant deferral / active EE | $16,312 | $9,614+69.7% | $9,135+78.6% | $6,407+154.6% |
| Admin fee / account holder | $128 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |