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 | $661,553 | $93,071+610.8% | $74,583+787.0% | $273,961+141.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 3.83% | 26.18%-22.3pp | 20.47%-16.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $32,068 | $3,160+915.0% | $2,525+1170.0% | $4,869+558.7% |
| Participant deferral / active EE | $13,792 | $4,160+231.5% | $3,458+298.8% | $5,287+160.9% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |