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 | $255,335 | $101,724+151.0% | $164,813+54.9% | $80,856+215.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 14.23% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $5,292 | $2,953+79.2% | $4,341+21.9% | $2,755+92.1% |
| Participant deferral / active EE | $11,891 | $4,477+165.6% | $6,031+97.1% | $4,296+176.8% |
| Admin fee / account holder | $255 | $8,227-96.9% | $12,690-98.0% | $6,918-96.3% |