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 | $541,477 | $157,256+244.3% | $141,162+283.6% | $152,861+254.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 28.94% | 64.32%-35.4pp | 71.39%-42.5pp | 345.32%-316.4pp |
| Employer contribution / active EE | $32,639 | $5,261+520.4% | $4,735+589.3% | $4,762+585.4% |
| Participant deferral / active EE | $3,966 | $7,109-44.2% | $6,709-40.9% | $5,850-32.2% |
| Admin fee / account holder | $97 | $12,120-99.2% | $10,261-99.1% | $11,596-99.2% |