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 | $367,750 | $157,256+133.9% | $141,162+160.5% | $152,861+140.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.28% | 64.32%-38.0pp | 71.39%-45.1pp | 345.32%-319.0pp |
| Employer contribution / active EE | $16,773 | $5,261+218.8% | $4,735+254.2% | $4,762+252.2% |
| Participant deferral / active EE | $11,320 | $7,109+59.2% | $6,709+68.7% | $5,850+93.5% |
| Admin fee / account holder | $32 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |