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 | $699,372 | $104,907+566.7% | $84,611+726.6% | $152,861+357.5% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 25.01% | 373.79%-348.8pp | 258.74%-233.7pp | 345.32%-320.3pp |
| Employer contribution / active EE | $1,389 | $3,302-57.9% | $2,652-47.6% | $4,762-70.8% |
| Participant deferral / active EE | $12,170 | $4,688+159.6% | $3,899+212.1% | $5,850+108.0% |
| Admin fee / account holder | $227 | $6,241-96.4% | $4,912-95.4% | $11,596-98.0% |