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 | $344,517 | $107,452+220.6% | $91,541+276.4% | $142,382+142.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.36% | 22.06%-7.7pp | 20.50%-6.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,167 | $2,994+39.2% | $2,505+66.4% | $4,299-3.1% |
| Participant deferral / active EE | $9,299 | $4,754+95.6% | $4,008+132.0% | $6,507+42.9% |
| Admin fee / account holder | $25 | $8,834-99.7% | $6,956-99.6% | $12,624-99.8% |