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 | $362,080 | $149,679+141.9% | $117,039+209.4% | $147,584+145.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 20.37% | 19.31%+1.1pp | 18.95%+1.4pp | 578.55%-558.2pp |
| Employer contribution / active EE | $5,430 | $4,937+10.0% | $3,785+43.5% | $4,876+11.4% |
| Participant deferral / active EE | $24,000 | $4,912+388.6% | $3,929+510.8% | $5,439+341.3% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |