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 | $285,531 | $89,753+218.1% | $107,525+165.5% | $84,808+236.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.11% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $8,211 | $3,113+163.7% | $3,754+118.8% | $2,631+212.1% |
| Participant deferral / active EE | $9,292 | $4,056+129.1% | $5,116+81.6% | $4,212+120.6% |
| Admin fee / account holder | $165 | $7,222-97.7% | $8,919-98.1% | $7,344-97.7% |