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 | $477,622 | $148,534+221.6% | $135,903+251.4% | $139,434+242.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.29% | 79.19%-63.9pp | 68.23%-52.9pp | 372.94%-357.7pp |
| Employer contribution / active EE | $9,879 | $5,243+88.4% | $4,856+103.4% | $4,751+107.9% |
| Participant deferral / active EE | $12,063 | $8,100+48.9% | $7,758+55.5% | $6,710+79.8% |
| Admin fee / account holder | $168 | $12,400-98.6% | $10,762-98.4% | $11,403-98.5% |