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 | $438,292 | $100,773+334.9% | $88,946+392.8% | $142,382+207.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 19.46% | 70.18%-50.7pp | 57.82%-38.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $19,620 | $2,918+572.4% | $2,555+667.9% | $4,299+356.4% |
| Participant deferral / active EE | $11,071 | $5,230+111.7% | $4,581+141.7% | $6,507+70.1% |
| Admin fee / account holder | $37 | $9,693-99.6% | $8,261-99.6% | $12,624-99.7% |