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 | $766,158 | $99,032+673.6% | $80,019+857.5% | $135,375+466.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 3.64% | 15.39%-11.7pp | 11.22%-7.6pp | 519.73%-516.1pp |
| Employer contribution / active EE | $3,529 | $3,043+16.0% | $2,468+43.0% | $4,779-26.2% |
| Participant deferral / active EE | $7,200 | $4,282+68.1% | $3,686+95.4% | $5,609+28.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |