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 | $444,026 | $167,484+165.1% | $151,611+192.9% | $134,475+230.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.31% | 7.80%-6.5pp | 3.33%-2.0pp | 417.96%-416.7pp |
| Employer contribution / active EE | $9,205 | $6,829+34.8% | $6,166+49.3% | $4,740+94.2% |
| Participant deferral / active EE | $23,750 | $8,986+164.3% | $8,363+184.0% | $6,400+271.1% |
| Admin fee / account holder | $24 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |