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 | $473,177 | $209,336+126.0% | $197,124+140.0% | $137,256+244.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.07% | 48.09%-31.0pp | 44.34%-27.3pp | 220.34%-203.3pp |
| Employer contribution / active EE | $27,231 | $6,591+313.2% | $6,227+337.3% | $4,156+555.2% |
| Participant deferral / active EE | $13,625 | $9,614+41.7% | $9,135+49.2% | $6,407+112.7% |
| Admin fee / account holder | $276 | $17,308-98.4% | $16,298-98.3% | $12,270-97.8% |