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 | $925,203 | $148,534+522.9% | $135,903+580.8% | $139,434+563.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.81% | 79.19%-66.4pp | 68.23%-55.4pp | 372.94%-360.1pp |
| Employer contribution / active EE | $15,899 | $5,243+203.2% | $4,856+227.4% | $4,751+234.7% |
| Participant deferral / active EE | $10,275 | $8,100+26.9% | $7,758+32.4% | $6,710+53.1% |
| Admin fee / account holder | $190 | $12,400-98.5% | $10,762-98.2% | $11,403-98.3% |