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 | $663,807 | $106,515+523.2% | $96,683+586.6% | $139,434+376.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 22.21% | 38.43%-16.2pp | 35.69%-13.5pp | 372.94%-350.7pp |
| Employer contribution / active EE | $4,643 | $4,103+13.2% | $3,737+24.3% | $4,751-2.3% |
| Participant deferral / active EE | $16,171 | $5,454+196.5% | $4,878+231.5% | $6,710+141.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |