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 | $479,003 | $177,572+169.8% | $154,803+209.4% | $142,382+236.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.43% | 65.07%-47.6pp | 58.88%-41.5pp | 217.08%-199.6pp |
| Employer contribution / active EE | $6,985 | $4,810+45.2% | $4,305+62.2% | $4,299+62.5% |
| Participant deferral / active EE | $8,290 | $6,272+32.2% | $5,540+49.6% | $6,507+27.4% |
| Admin fee / account holder | $180 | $16,786-98.9% | $14,329-98.7% | $12,624-98.6% |