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 | $483,185 | $175,202+175.8% | $149,673+222.8% | $139,434+246.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 24.34% | 166.71%-142.4pp | 134.42%-110.1pp | 372.94%-348.6pp |
| Employer contribution / active EE | $6,962 | $5,474+27.2% | $4,818+44.5% | $4,751+46.5% |
| Participant deferral / active EE | $9,540 | $6,519+46.3% | $5,680+68.0% | $6,710+42.2% |
| Admin fee / account holder | $113 | $16,150-99.3% | $13,210-99.1% | $11,403-99.0% |