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 | $478,294 | $152,587+213.5% | $125,175+282.1% | $152,861+212.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 32.68% | 54.84%-22.2pp | 43.79%-11.1pp | 345.32%-312.6pp |
| Employer contribution / active EE | $4,293 | $4,946-13.2% | $3,865+11.1% | $4,762-9.9% |
| Participant deferral / active EE | $8,955 | $5,868+52.6% | $4,937+81.4% | $5,850+53.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |