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 | $395,927 | $106,584+271.5% | $101,326+290.7% | $142,382+178.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 15.73% | 36.93%-21.2pp | 36.82%-21.1pp | 217.08%-201.3pp |
| Employer contribution / active EE | $5,718 | $3,956+44.5% | $3,665+56.0% | $4,299+33.0% |
| Participant deferral / active EE | $14,224 | $8,297+71.4% | $7,994+77.9% | $6,507+118.6% |
| Admin fee / account holder | $7 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |