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 | $258,584 | $98,750+161.9% | $149,696+72.7% | $79,858+223.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.01% | 27.43%-10.4pp | 276.60%-259.6pp | 31.71%-14.7pp |
| Employer contribution / active EE | $9,683 | $3,216+201.1% | $4,644+108.5% | $2,471+291.9% |
| Participant deferral / active EE | $8,777 | $5,680+54.5% | $6,842+28.3% | $3,740+134.7% |
| Admin fee / account holder | $131 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |