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 | $308,885 | $85,766+260.1% | $136,294+126.6% | $70,131+340.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 18.36% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $13,734 | $2,966+363.0% | $4,695+192.5% | $2,342+486.3% |
| Participant deferral / active EE | $13,441 | $5,051+166.1% | $6,247+115.2% | $3,332+303.4% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |