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 | $454,738 | $110,261+312.4% | $95,745+374.9% | $139,434+226.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.09% | 27.11%-13.0pp | 28.35%-14.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $6,213 | $3,257+90.7% | $2,835+119.2% | $4,751+30.8% |
| Participant deferral / active EE | $11,668 | $4,676+149.5% | $4,245+174.9% | $6,710+73.9% |
| Admin fee / account holder | $185 | $6,613-97.2% | $5,678-96.7% | $11,403-98.4% |