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 | $728,893 | $104,251+599.2% | $91,001+701.0% | $147,584+393.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 25.47% | 27.06%-1.6pp | 4.60%+20.9pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,153 | $3,116-30.9% | $2,456-12.3% | $4,876-55.9% |
| Participant deferral / active EE | $3,600 | $4,195-14.2% | $3,547+1.5% | $5,439-33.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |