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 | $544,708 | $80,717+574.8% | $154,803+251.9% | $84,808+542.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 19.53% | 37.96%-18.4pp | 58.88%-39.4pp | 40.90%-21.4pp |
| Employer contribution / active EE | $33,608 | $2,761+1117.1% | $4,305+680.6% | $2,631+1177.4% |
| Participant deferral / active EE | $25,448 | $3,303+670.4% | $5,540+359.3% | $4,212+504.2% |
| Admin fee / account holder | $0 | $6,746-100.0% | $14,329-100.0% | $7,344-100.0% |