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 | $314,280 | $97,744+221.5% | $103,476+203.7% | $145,922+115.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 21.00% | 25.41%-4.4pp | 23.90%-2.9pp | 561.29%-540.3pp |
| Employer contribution / active EE | $22,462 | $4,677+380.3% | $4,672+380.8% | $4,660+382.1% |
| Participant deferral / active EE | $17,195 | $6,603+160.4% | $6,623+159.6% | $6,688+157.1% |
| Admin fee / account holder | $134 | $12,515-98.9% | $9,413-98.6% | $13,397-99.0% |