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 | $885,760 | $153,772+476.0% | $133,980+561.1% | $273,961+223.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 14.70% | 36.51%-21.8pp | 29.30%-14.6pp | 41.45%-26.8pp |
| Employer contribution / active EE | $29,273 | $6,029+385.5% | $5,211+461.7% | $4,869+501.2% |
| Participant deferral / active EE | $19,956 | $6,958+186.8% | $6,282+217.7% | $5,287+277.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |