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 | $283,992 | $226,064+25.6% | $182,532+55.6% | $152,861+85.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 17.42% | 192.51%-175.1pp | 148.54%-131.1pp | 345.32%-327.9pp |
| Employer contribution / active EE | $4,070 | $4,978-18.2% | $4,076-0.1% | $4,762-14.5% |
| Participant deferral / active EE | $14,521 | $6,368+128.0% | $5,524+162.9% | $5,850+148.2% |
| Admin fee / account holder | $132 | $10,703-98.8% | $8,592-98.5% | $11,596-98.9% |