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 | $538,330 | $105,126+412.1% | $94,646+468.8% | $139,434+286.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 26.52% | 38.03%-11.5pp | 156.71%-130.2pp | 372.94%-346.4pp |
| Employer contribution / active EE | $8,567 | $4,106+108.7% | $3,672+133.3% | $4,751+80.3% |
| Participant deferral / active EE | $8,677 | $7,599+14.2% | $7,418+17.0% | $6,710+29.3% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |