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 | $819,873 | $118,450+592.2% | $98,439+732.9% | $139,434+488.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.41% | 18.94%+3.5pp | 21.16%+1.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $12,500 | $3,609+246.3% | $3,048+310.1% | $4,751+163.1% |
| Participant deferral / active EE | $19,318 | $5,392+258.3% | $4,738+307.7% | $6,710+187.9% |
| Admin fee / account holder | $118 | $14,026-99.2% | $8,948-98.7% | $11,403-99.0% |