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 | $379,518 | $111,754+239.6% | $103,333+267.3% | $145,922+160.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.85% | 24.77%-10.9pp | 24.88%-11.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,405 | $4,212+4.6% | $3,868+13.9% | $4,660-5.5% |
| Participant deferral / active EE | $13,684 | $5,619+143.5% | $5,057+170.6% | $6,688+104.6% |
| Admin fee / account holder | $103 | $9,750-98.9% | $8,355-98.8% | $13,397-99.2% |