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 | $877,140 | $106,584+723.0% | $101,326+765.7% | $142,382+516.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.59% | 36.93%-20.3pp | 36.82%-20.2pp | 217.08%-200.5pp |
| Employer contribution / active EE | $16,457 | $3,956+316.0% | $3,665+349.0% | $4,299+282.8% |
| Participant deferral / active EE | $18,000 | $8,297+116.9% | $7,994+125.2% | $6,507+176.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |