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 | $323,279 | $74,888+331.7% | $71,209+354.0% | $142,382+127.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.18% | 345.14%-328.0pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $4,360 | $2,854+52.8% | $2,721+60.2% | $4,299+1.4% |
| Participant deferral / active EE | $9,687 | $4,454+117.5% | $4,175+132.0% | $6,507+48.9% |
| Admin fee / account holder | $109 | $5,568-98.0% | $5,349-98.0% | $12,624-99.1% |