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 | $757,629 | $185,822+307.7% | $169,993+345.7% | $139,434+443.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.41% | 60.50%-35.1pp | 53.37%-28.0pp | 372.94%-347.5pp |
| Employer contribution / active EE | $2,584 | $7,590-66.0% | $6,785-61.9% | $4,751-45.6% |
| Participant deferral / active EE | $22,000 | $11,622+89.3% | $10,408+111.4% | $6,710+227.9% |
| Admin fee / account holder | $1 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |