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 | $494,921 | $210,648+135.0% | $177,989+178.1% | $145,922+239.2% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 8.30% | 385.86%-377.6pp | 294.48%-286.2pp | 561.29%-553.0pp |
| Employer contribution / active EE | $14,627 | $4,565+220.4% | $3,949+270.4% | $4,660+213.9% |
| Participant deferral / active EE | $15,250 | $6,958+119.2% | $6,276+143.0% | $6,688+128.0% |
| Admin fee / account holder | $0 | $12,013-100.0% | $10,363-100.0% | $13,397-100.0% |