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 | $596,943 | $167,484+256.4% | $151,611+293.7% | $134,475+343.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 12.90% | 7.80%+5.1pp | 3.33%+9.6pp | 417.96%-405.1pp |
| Employer contribution / active EE | $11,250 | $6,829+64.7% | $6,166+82.4% | $4,740+137.4% |
| Participant deferral / active EE | $6,567 | $8,986-26.9% | $8,363-21.5% | $6,400+2.6% |
| Admin fee / account holder | $50 | $13,783-99.6% | $11,616-99.6% | $11,426-99.6% |