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 | $285,109 | $98,750+188.7% | $149,696+90.5% | $79,858+257.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 26.57% | 27.43%-0.9pp | 276.60%-250.0pp | 31.71%-5.1pp |
| Employer contribution / active EE | $8,158 | $3,216+153.6% | $4,644+75.7% | $2,471+230.2% |
| Participant deferral / active EE | $10,001 | $5,680+76.1% | $6,842+46.2% | $3,740+167.4% |
| Admin fee / account holder | $86 | $6,053-98.6% | $9,309-99.1% | $5,306-98.4% |