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 | $296,049 | $153,772+92.5% | $133,980+121.0% | $273,961+8.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.01% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.4pp |
| Employer contribution / active EE | $10,670 | $6,029+77.0% | $5,211+104.7% | $4,869+119.2% |
| Participant deferral / active EE | $11,067 | $6,958+59.0% | $6,282+76.2% | $5,287+109.3% |
| Admin fee / account holder | $239 | $11,765-98.0% | $9,324-97.4% | $10,132-97.6% |