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 | $417,632 | $121,625+243.4% | $104,607+299.2% | $158,922+162.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 7.57% | 465.26%-457.7pp | 340.46%-332.9pp | 302.83%-295.3pp |
| Employer contribution / active EE | $10,532 | $3,163+233.0% | $2,681+292.9% | $4,761+121.2% |
| Participant deferral / active EE | $11,222 | $4,177+168.6% | $3,740+200.1% | $5,982+87.6% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |