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 9-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 | $1,465,313 | $468,795+212.6% | $779,740+87.9% | $468,795+212.6% |
| Participation rate | 100.0% | 85.5%+14.5pp | 100.0%0pp | 85.5%+14.5pp |
| Annual return | 7.54% | 39.95%-32.4pp | 9.51%-2.0pp | 39.95%-32.4pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $1,770-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $15,250 | $10,110+50.8% | $15,2500% | $10,110+50.8% |
| Admin fee / account holder | $0 | $8,110-100.0% | $831-100.0% | $8,110-100.0% |