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 | $416,825 | $177,572+134.7% | $154,803+169.3% | $142,382+192.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.62% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $32,855 | $4,810+583.0% | $4,305+663.1% | $4,299+664.2% |
| Participant deferral / active EE | $18,905 | $6,272+201.4% | $5,540+241.2% | $6,507+190.5% |
| Admin fee / account holder | $288 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |