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 | $303,238 | $209,411+44.8% | $178,490+69.9% | $158,922+90.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.85% | 188.75%-178.9pp | 151.07%-141.2pp | 302.83%-293.0pp |
| Employer contribution / active EE | $11,348 | $5,706+98.9% | $5,011+126.5% | $4,761+138.4% |
| Participant deferral / active EE | $5,582 | $5,954-6.3% | $5,202+7.3% | $5,982-6.7% |
| Admin fee / account holder | $16 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |