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 | $468,281 | $124,425+276.4% | $112,040+318.0% | $137,256+241.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 30.83% | 24.72%+6.1pp | 24.52%+6.3pp | 220.34%-189.5pp |
| Employer contribution / active EE | $2,362 | $3,411-30.8% | $2,954-20.0% | $4,156-43.2% |
| Participant deferral / active EE | $6,104 | $5,718+6.7% | $5,098+19.7% | $6,407-4.7% |
| Admin fee / account holder | $87 | $15,207-99.4% | $12,098-99.3% | $12,270-99.3% |