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 | $391,695 | $101,069+287.6% | $81,478+380.7% | $147,584+165.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 21.80% | 32.40%-10.6pp | 38.78%-17.0pp | 578.55%-556.7pp |
| Employer contribution / active EE | $16,435 | $3,205+412.8% | $2,568+540.1% | $4,876+237.0% |
| Participant deferral / active EE | $10,273 | $4,242+142.2% | $3,537+190.5% | $5,439+88.9% |
| Admin fee / account holder | $162 | $5,812-97.2% | $4,561-96.5% | $10,885-98.5% |