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 | $314,352 | $104,251+201.5% | $91,001+245.4% | $147,584+113.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.58% | 27.06%-12.5pp | 4.60%+10.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $12,154 | $3,116+290.1% | $2,456+394.9% | $4,876+149.2% |
| Participant deferral / active EE | $3,503 | $4,195-16.5% | $3,547-1.2% | $5,439-35.6% |
| Admin fee / account holder | $64 | $8,948-99.3% | $5,417-98.8% | $10,885-99.4% |