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 | $426,877 | $93,071+358.7% | $74,583+472.4% | $273,961+55.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.37% | 26.18%-17.8pp | 20.47%-12.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $19,041 | $3,160+502.7% | $2,525+654.1% | $4,869+291.1% |
| Participant deferral / active EE | $15,655 | $4,160+276.3% | $3,458+352.7% | $5,287+196.1% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |