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 | $253,326 | $127,065+99.4% | $113,168+123.9% | $142,382+77.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 18.41% | 24.03%-5.6pp | 24.27%-5.9pp | 217.08%-198.7pp |
| Employer contribution / active EE | $8,271 | $3,442+140.3% | $2,975+178.0% | $4,299+92.4% |
| Participant deferral / active EE | $15,281 | $5,716+167.3% | $5,107+199.2% | $6,507+134.8% |
| Admin fee / account holder | $8 | $15,736-100.0% | $12,068-99.9% | $12,624-99.9% |