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 | $456,602 | $217,402+110.0% | $185,823+145.7% | $167,490+172.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.42% | 148.36%-132.9pp | 122.05%-106.6pp | 478.56%-463.1pp |
| Employer contribution / active EE | $16,356 | $5,873+178.5% | $5,167+216.5% | $4,837+238.1% |
| Participant deferral / active EE | $19,982 | $6,356+214.4% | $5,568+258.9% | $6,341+215.1% |
| Admin fee / account holder | $1 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |