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 | $284,414 | $176,377+61.3% | $134,143+112.0% | $158,922+79.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.80% | 63.63%-50.8pp | 36.33%-23.5pp | 302.83%-290.0pp |
| Employer contribution / active EE | $9,409 | $5,040+86.7% | $3,704+154.0% | $4,761+97.6% |
| Participant deferral / active EE | $9,592 | $4,091+134.4% | $3,499+174.1% | $5,982+60.3% |
| Admin fee / account holder | $145 | $8,718-98.3% | $6,684-97.8% | $11,246-98.7% |