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 | $588,567 | $88,707+563.5% | $74,183+693.4% | $273,961+114.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.69% | 11.94%-7.3pp | 17.74%-13.0pp | 41.45%-36.8pp |
| Employer contribution / active EE | $2,883 | $3,159-8.7% | $2,370+21.6% | $4,869-40.8% |
| Participant deferral / active EE | $12,974 | $4,212+208.1% | $3,550+265.5% | $5,287+145.4% |
| Admin fee / account holder | $17 | $8,717-99.8% | $5,586-99.7% | $10,132-99.8% |