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 | $339,788 | $105,859+221.0% | $90,160+276.9% | $147,584+130.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 21.65% | 37.63%-16.0pp | 34.88%-13.2pp | 578.55%-556.9pp |
| Employer contribution / active EE | $13,457 | $4,126+226.1% | $3,318+305.6% | $4,876+176.0% |
| Participant deferral / active EE | $10,953 | $5,733+91.0% | $5,288+107.1% | $5,439+101.4% |
| Admin fee / account holder | $25 | $8,046-99.7% | $5,943-99.6% | $10,885-99.8% |