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 | $329,110 | $60,022+448.3% | $88,946+270.0% | $84,808+288.1% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 19.92% | 22.43%-2.5pp | 57.82%-37.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $19,486 | $1,703+1044.4% | $2,555+662.7% | $2,631+640.6% |
| Participant deferral / active EE | $15,855 | $3,114+409.2% | $4,581+246.1% | $4,212+276.5% |
| Admin fee / account holder | $2 | $4,811-100.0% | $8,261-100.0% | $7,344-100.0% |