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 | $294,038 | $112,096+162.3% | $95,952+206.4% | $158,922+85.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.95% | 171.09%-155.1pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $5,848 | $3,198+82.9% | $2,541+130.2% | $4,761+22.8% |
| Participant deferral / active EE | $11,480 | $4,784+140.0% | $4,167+175.5% | $5,982+91.9% |
| Admin fee / account holder | $266 | $10,130-97.4% | $6,795-96.1% | $11,246-97.6% |