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 | $763,818 | $181,894+319.9% | $156,549+387.9% | $273,961+178.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.48% | 30.74%-25.3pp | 32.23%-26.7pp | 41.45%-36.0pp |
| Employer contribution / active EE | $20,285 | $6,248+224.7% | $5,501+268.7% | $4,869+316.6% |
| Participant deferral / active EE | $22,000 | $5,550+296.4% | $4,871+351.6% | $5,287+316.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |