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 | $334,093 | $148,534+124.9% | $135,903+145.8% | $139,434+139.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.56% | 79.19%-63.6pp | 68.23%-52.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $4,598 | $5,243-12.3% | $4,856-5.3% | $4,751-3.2% |
| Participant deferral / active EE | $11,897 | $8,100+46.9% | $7,758+53.3% | $6,710+77.3% |
| Admin fee / account holder | $132 | $12,400-98.9% | $10,762-98.8% | $11,403-98.8% |