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 | $394,870 | $163,101+142.1% | $136,749+188.8% | $142,382+177.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.63% | 27.54%-9.9pp | 24.33%-6.7pp | 217.08%-199.4pp |
| Employer contribution / active EE | $13,079 | $4,117+217.7% | $3,400+284.7% | $4,299+204.2% |
| Participant deferral / active EE | $14,316 | $5,585+156.3% | $4,692+205.1% | $6,507+120.0% |
| Admin fee / account holder | $13 | $14,318-99.9% | $11,386-99.9% | $12,624-99.9% |