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 | $127,065+268.5% | $113,168+313.8% | $142,382+228.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 30.83% | 24.03%+6.8pp | 24.27%+6.6pp | 217.08%-186.2pp |
| Employer contribution / active EE | $2,362 | $3,442-31.4% | $2,975-20.6% | $4,299-45.1% |
| Participant deferral / active EE | $6,104 | $5,716+6.8% | $5,107+19.5% | $6,507-6.2% |
| Admin fee / account holder | $87 | $15,736-99.4% | $12,068-99.3% | $12,624-99.3% |