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 | $518,172 | $96,557+436.7% | $80,975+539.9% | $273,961+89.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 11.05% | 15.14%-4.1pp | 17.10%-6.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $25,514 | $4,868+424.1% | $3,714+586.9% | $4,869+424.0% |
| Participant deferral / active EE | $20,000 | $6,598+203.1% | $5,696+251.1% | $5,287+278.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |