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 | $465,420 | $111,754+316.5% | $103,333+350.4% | $145,922+219.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.10% | 24.77%+0.3pp | 24.88%+0.2pp | 561.29%-536.2pp |
| Employer contribution / active EE | $15,260 | $4,212+262.3% | $3,868+294.5% | $4,660+227.5% |
| Participant deferral / active EE | $11,000 | $5,619+95.8% | $5,057+117.5% | $6,688+64.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |