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 | $423,543 | $192,717+119.8% | $142,449+197.3% | $139,434+203.8% |
| Participation rate | 100.0% | 81.5%+18.5pp | 76.8%+23.2pp | 80.3%+19.7pp |
| Annual return | 14.46% | 17.99%-3.5pp | 19.99%-5.5pp | 372.94%-358.5pp |
| Employer contribution / active EE | $28,307 | $5,806+387.5% | $4,847+484.0% | $4,751+495.8% |
| Participant deferral / active EE | $16,785 | $7,208+132.9% | $6,283+167.1% | $6,710+150.1% |
| Admin fee / account holder | $10 | $15,124-99.9% | $10,011-99.9% | $11,403-99.9% |