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 | $429,814 | $115,882+270.9% | $100,516+327.6% | $158,922+170.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 38.21% | 34.79%+3.4pp | 30.89%+7.3pp | 302.83%-264.6pp |
| Employer contribution / active EE | $12,851 | $4,103+213.2% | $3,418+276.0% | $4,761+169.9% |
| Participant deferral / active EE | $15,471 | $6,674+131.8% | $6,270+146.7% | $5,982+158.6% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |