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 | $680,567 | $118,450+474.6% | $98,439+591.4% | $139,434+388.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 20.43% | 18.94%+1.5pp | 21.16%-0.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,213 | $3,609-11.0% | $3,048+5.4% | $4,751-32.4% |
| Participant deferral / active EE | $16,500 | $5,392+206.0% | $4,738+248.3% | $6,710+145.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |