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 | $269,345 | $135,952+98.1% | $123,892+117.4% | $273,961-1.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.81% | 56.63%-42.8pp | 47.52%-33.7pp | 41.45%-27.6pp |
| Employer contribution / active EE | $20,188 | $5,170+290.5% | $4,617+337.3% | $4,869+314.7% |
| Participant deferral / active EE | $12,465 | $6,343+96.5% | $5,984+108.3% | $5,287+135.8% |
| Admin fee / account holder | $276 | $9,817-97.2% | $8,357-96.7% | $10,132-97.3% |