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 | $323,107 | $197,591+63.5% | $177,821+81.7% | $158,922+103.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 10.89% | 58.76%-47.9pp | 48.32%-37.4pp | 302.83%-291.9pp |
| Employer contribution / active EE | $17,030 | $6,697+154.3% | $5,918+187.7% | $4,761+257.7% |
| Participant deferral / active EE | $11,632 | $8,405+38.4% | $7,714+50.8% | $5,982+94.4% |
| Admin fee / account holder | $35 | $15,399-99.8% | $12,427-99.7% | $11,246-99.7% |