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 | $428,063 | $148,978+187.3% | $200,582+113.4% | $84,808+404.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 20.61% | 28.16%-7.6pp | 42.33%-21.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $17,758 | $4,815+268.8% | $6,419+176.7% | $2,631+575.0% |
| Participant deferral / active EE | $15,901 | $7,142+122.6% | $9,331+70.4% | $4,212+277.6% |
| Admin fee / account holder | $126 | $13,977-99.1% | $16,305-99.2% | $7,344-98.3% |