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 | $260,058 | $76,552+239.7% | $123,892+109.9% | $62,891+313.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.84% | 18.68%-7.8pp | 47.52%-36.7pp | 20.14%-9.3pp |
| Employer contribution / active EE | $10,262 | $2,883+256.0% | $4,617+122.3% | $2,281+349.9% |
| Participant deferral / active EE | $9,702 | $4,840+100.5% | $5,984+62.1% | $3,203+202.9% |
| Admin fee / account holder | $258 | $4,826-94.7% | $8,357-96.9% | $4,296-94.0% |