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 | $662,447 | $99,020+569.0% | $86,590+665.0% | $147,584+348.9% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 13.69% | 1312.34%-1298.6pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $6,840 | $3,132+118.4% | $2,839+140.9% | $4,876+40.3% |
| Participant deferral / active EE | $9,650 | $3,972+142.9% | $3,609+167.4% | $5,439+77.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |