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 | $766,979 | $115,882+561.9% | $100,516+663.0% | $158,922+382.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 26.97% | 34.79%-7.8pp | 30.89%-3.9pp | 302.83%-275.9pp |
| Employer contribution / active EE | $3,465 | $4,103-15.5% | $3,418+1.4% | $4,761-27.2% |
| Participant deferral / active EE | $11,660 | $6,674+74.7% | $6,270+86.0% | $5,982+94.9% |
| Admin fee / account holder | $3 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |