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 | $467,892 | $209,411+123.4% | $178,490+162.1% | $158,922+194.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.13% | 188.75%-171.6pp | 151.07%-133.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $6,158 | $5,706+7.9% | $5,011+22.9% | $4,761+29.3% |
| Participant deferral / active EE | $7,429 | $5,954+24.8% | $5,202+42.8% | $5,982+24.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |