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 | $327,939 | $118,450+176.9% | $98,439+233.1% | $139,434+135.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 13.86% | 18.94%-5.1pp | 21.16%-7.3pp | 372.94%-359.1pp |
| Employer contribution / active EE | $12,304 | $3,609+240.9% | $3,048+303.7% | $4,751+159.0% |
| Participant deferral / active EE | $11,494 | $5,392+113.2% | $4,738+142.6% | $6,710+71.3% |
| Admin fee / account holder | $48 | $14,026-99.7% | $8,948-99.5% | $11,403-99.6% |