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 | $432,932 | $106,515+306.5% | $96,683+347.8% | $139,434+210.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.45% | 38.43%-26.0pp | 35.69%-23.2pp | 372.94%-360.5pp |
| Employer contribution / active EE | $21,845 | $4,103+432.4% | $3,737+484.6% | $4,751+359.8% |
| Participant deferral / active EE | $18,901 | $5,454+246.6% | $4,878+287.5% | $6,710+181.7% |
| Admin fee / account holder | $59 | $7,877-99.3% | $6,730-99.1% | $11,403-99.5% |