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 | $124,425+103.6% | $112,040+126.1% | $137,256+84.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.41% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $8,271 | $3,411+142.5% | $2,954+180.0% | $4,156+99.0% |
| Participant deferral / active EE | $15,281 | $5,718+167.2% | $5,098+199.8% | $6,407+138.5% |
| Admin fee / account holder | $8 | $15,207-100.0% | $12,098-99.9% | $12,270-99.9% |