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 | $469,444 | $217,402+115.9% | $185,823+152.6% | $167,490+180.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.39% | 148.36%-129.0pp | 122.05%-102.7pp | 478.56%-459.2pp |
| Employer contribution / active EE | $4,711 | $5,873-19.8% | $5,167-8.8% | $4,837-2.6% |
| Participant deferral / active EE | $12,623 | $6,356+98.6% | $5,568+126.7% | $6,341+99.1% |
| Admin fee / account holder | $187 | $19,811-99.1% | $16,237-98.9% | $12,309-98.5% |