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 | $845,112 | $154,228+448.0% | $145,433+481.1% | $137,256+515.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.49% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $46,193 | $4,804+861.6% | $4,554+914.2% | $4,156+1011.5% |
| Participant deferral / active EE | $18,998 | $8,216+131.2% | $7,897+140.6% | $6,407+196.5% |
| Admin fee / account holder | $269 | $14,344-98.1% | $13,129-97.9% | $12,270-97.8% |