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 | $372,507 | $78,926+372.0% | $136,749+172.4% | $84,808+339.2% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 14.68% | 18.17%-3.5pp | 24.33%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $8,019 | $2,134+275.8% | $3,400+135.9% | $2,631+204.8% |
| Participant deferral / active EE | $6,327 | $3,168+99.7% | $4,692+34.8% | $4,212+50.2% |
| Admin fee / account holder | $295 | $6,369-95.4% | $11,386-97.4% | $7,344-96.0% |