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 | $291,687 | $112,096+160.2% | $95,952+204.0% | $158,922+83.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.30% | 171.09%-160.8pp | 91.61%-81.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $4,545 | $3,198+42.1% | $2,541+78.9% | $4,761-4.5% |
| Participant deferral / active EE | $8,829 | $4,784+84.6% | $4,167+111.9% | $5,982+47.6% |
| Admin fee / account holder | $223 | $10,130-97.8% | $6,795-96.7% | $11,246-98.0% |