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 | $353,455 | $197,591+78.9% | $177,821+98.8% | $158,922+122.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.70% | 58.76%-50.1pp | 48.32%-39.6pp | 302.83%-294.1pp |
| Employer contribution / active EE | $14,145 | $6,697+111.2% | $5,918+139.0% | $4,761+197.1% |
| Participant deferral / active EE | $13,511 | $8,405+60.8% | $7,714+75.2% | $5,982+125.9% |
| Admin fee / account holder | $166 | $15,399-98.9% | $12,427-98.7% | $11,246-98.5% |