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 | $452,949 | $149,734+202.5% | $118,925+280.9% | $158,922+185.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.70% | 19.95%-9.2pp | 35.88%-25.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $30,933 | $4,115+651.7% | $3,263+848.1% | $4,761+549.7% |
| Participant deferral / active EE | $23,838 | $5,223+356.4% | $4,265+458.9% | $5,982+298.5% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |