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 | $284,368 | $154,228+84.4% | $145,433+95.5% | $137,256+107.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.90% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.4pp |
| Employer contribution / active EE | $13,923 | $4,804+189.8% | $4,554+205.7% | $4,156+235.0% |
| Participant deferral / active EE | $22,640 | $8,216+175.5% | $7,897+186.7% | $6,407+253.4% |
| Admin fee / account holder | $49 | $14,344-99.7% | $13,129-99.6% | $12,270-99.6% |