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 | $470,174 | $185,822+153.0% | $169,993+176.6% | $139,434+237.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.08% | 60.50%-43.4pp | 53.37%-36.3pp | 372.94%-355.9pp |
| Employer contribution / active EE | $8,662 | $7,590+14.1% | $6,785+27.7% | $4,751+82.3% |
| Participant deferral / active EE | $15,697 | $11,622+35.1% | $10,408+50.8% | $6,710+133.9% |
| Admin fee / account holder | $48 | $15,381-99.7% | $12,815-99.6% | $11,403-99.6% |