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 | $374,176 | $99,341+276.7% | $84,750+341.5% | $273,961+36.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.27% | 22.93%-18.7pp | 22.78%-18.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $6,000 | $4,214+42.4% | $3,574+67.9% | $4,869+23.2% |
| Participant deferral / active EE | $15,625 | $4,269+266.0% | $3,712+321.0% | $5,287+195.5% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |