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 | $449,138 | $102,245+339.3% | $89,340+402.7% | $137,256+227.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.57% | 21.89%-4.3pp | 20.57%-3.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $3,919 | $2,529+55.0% | $2,231+75.6% | $4,156-5.7% |
| Participant deferral / active EE | $15,225 | $4,436+243.2% | $3,823+298.3% | $6,407+137.6% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |