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 | $274,992 | $104,251+163.8% | $91,001+202.2% | $147,584+86.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 23.60% | 27.06%-3.5pp | 4.60%+19.0pp | 578.55%-555.0pp |
| Employer contribution / active EE | $2,359 | $3,116-24.3% | $2,456-3.9% | $4,876-51.6% |
| Participant deferral / active EE | $13,283 | $4,195+216.6% | $3,547+274.5% | $5,439+144.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |