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 | $327,423 | $104,251+214.1% | $91,001+259.8% | $147,584+121.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 20.42% | 27.06%-6.6pp | 4.60%+15.8pp | 578.55%-558.1pp |
| Employer contribution / active EE | $7,725 | $3,116+147.9% | $2,456+214.6% | $4,876+58.4% |
| Participant deferral / active EE | $9,856 | $4,195+134.9% | $3,547+177.8% | $5,439+81.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |