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 | $409,704 | $105,931+286.8% | $81,930+400.1% | $158,922+157.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 20.92% | 38.17%-17.3pp | 29.49%-8.6pp | 302.83%-281.9pp |
| Employer contribution / active EE | $5,641 | $7,800-27.7% | $4,310+30.9% | $4,761+18.5% |
| Participant deferral / active EE | $15,945 | $13,003+22.6% | $7,107+124.4% | $5,982+166.5% |
| Admin fee / account holder | $286 | $8,489-96.6% | $5,158-94.5% | $11,246-97.5% |