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 | $395,215 | $153,772+157.0% | $133,980+195.0% | $273,961+44.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.05% | 36.51%-22.5pp | 29.30%-15.2pp | 41.45%-27.4pp |
| Employer contribution / active EE | $17,504 | $6,029+190.3% | $5,211+235.9% | $4,869+259.5% |
| Participant deferral / active EE | $18,971 | $6,958+172.6% | $6,282+202.0% | $5,287+258.8% |
| Admin fee / account holder | $239 | $11,765-98.0% | $9,324-97.4% | $10,132-97.6% |