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 | $463,724 | $115,770+300.6% | $101,248+358.0% | $158,922+191.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.18% | 56.14%-44.0pp | 46.47%-34.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $14,113 | $4,175+238.1% | $3,660+285.6% | $4,761+196.4% |
| Participant deferral / active EE | $16,107 | $4,957+224.9% | $4,370+268.6% | $5,982+169.3% |
| Admin fee / account holder | $93 | $7,245-98.7% | $5,945-98.4% | $11,246-99.2% |