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 | $944,667 | $176,812+434.3% | $146,665+544.1% | $167,490+464.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 22.14% | 24.03%-1.9pp | 22.74%-0.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $23,833 | $5,160+361.9% | $4,136+476.2% | $4,837+392.7% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |