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 | $485,799 | $157,256+208.9% | $141,162+244.1% | $152,861+217.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.66% | 64.32%-41.7pp | 71.39%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $5,016 | $5,261-4.7% | $4,735+5.9% | $4,762+5.3% |
| Participant deferral / active EE | $13,071 | $7,109+83.9% | $6,709+94.8% | $5,850+123.4% |
| Admin fee / account holder | $134 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |