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 | $100,970+292.1% | $96,576+310.0% | $137,256+188.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 15.73% | 38.16%-22.4pp | 38.47%-22.7pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,718 | $3,809+50.1% | $3,553+60.9% | $4,156+37.6% |
| Participant deferral / active EE | $14,224 | $8,286+71.7% | $7,956+78.8% | $6,407+122.0% |
| Admin fee / account holder | $7 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |