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 | $609,914 | $148,978+309.4% | $200,582+204.1% | $84,808+619.2% |
| Participation rate | 81.0% | 84.2%-3.3pp | 86.9%-5.9pp | 68.3%+12.6pp |
| Annual return | 19.17% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $30,057 | $4,815+524.2% | $6,419+368.3% | $2,631+1042.4% |
| Participant deferral / active EE | $18,314 | $7,142+156.4% | $9,331+96.3% | $4,212+334.9% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |