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 | $489,224 | $153,772+218.1% | $133,980+265.1% | $273,961+78.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.27% | 36.51%-25.2pp | 29.30%-18.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $6,350 | $6,029+5.3% | $5,211+21.8% | $4,869+30.4% |
| Participant deferral / active EE | $20,180 | $6,958+190.0% | $6,282+221.2% | $5,287+281.7% |
| Admin fee / account holder | $22 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |