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 | $262,857 | $97,125+170.6% | $86,233+204.8% | $137,256+91.5% |
| Participation rate | 94.7% | 74.2%+20.5pp | 69.0%+25.7pp | 80.0%+14.8pp |
| Annual return | 18.25% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $9,803 | $2,841+245.0% | $2,504+291.4% | $4,156+135.9% |
| Participant deferral / active EE | $13,920 | $5,180+168.7% | $4,559+205.3% | $6,407+117.3% |
| Admin fee / account holder | $243 | $9,725-97.5% | $8,342-97.1% | $12,270-98.0% |