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 | $676,277 | $185,822+263.9% | $169,993+297.8% | $139,434+385.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.71% | 60.50%-40.8pp | 53.37%-33.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $13,940 | $7,590+83.7% | $6,785+105.4% | $4,751+193.4% |
| Participant deferral / active EE | $13,555 | $11,622+16.6% | $10,408+30.2% | $6,710+102.0% |
| Admin fee / account holder | $184 | $15,381-98.8% | $12,815-98.6% | $11,403-98.4% |