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 | $473,000 | $100,773+369.4% | $88,946+431.8% | $142,382+232.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 12.67% | 70.18%-57.5pp | 57.82%-45.1pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,307 | $2,918-20.9% | $2,555-9.7% | $4,299-46.3% |
| Participant deferral / active EE | $23,897 | $5,230+356.9% | $4,581+421.6% | $6,507+267.2% |
| Admin fee / account holder | $167 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |