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 | $838,659 | $110,257+660.6% | $96,544+768.7% | $139,434+501.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 24.46% | 26.32%-1.9pp | 25.84%-1.4pp | 372.94%-348.5pp |
| Employer contribution / active EE | $25,922 | $3,620+616.1% | $2,965+774.3% | $4,751+445.6% |
| Participant deferral / active EE | $20,186 | $5,548+263.8% | $4,851+316.1% | $6,710+200.8% |
| Admin fee / account holder | $78 | $11,591-99.3% | $8,252-99.1% | $11,403-99.3% |