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 | $269,133 | $112,096+140.1% | $95,952+180.5% | $158,922+69.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.15% | 171.09%-154.9pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,859 | $3,198+20.7% | $2,541+51.9% | $4,761-18.9% |
| Participant deferral / active EE | $9,498 | $4,784+98.5% | $4,167+127.9% | $5,982+58.8% |
| Admin fee / account holder | $78 | $10,130-99.2% | $6,795-98.9% | $11,246-99.3% |