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 | $486,053 | $96,484+403.8% | $75,886+540.5% | $152,861+218.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.23% | 33.98%-14.8pp | 30.76%-11.5pp | 345.32%-326.1pp |
| Employer contribution / active EE | $2,613 | $3,309-21.0% | $2,500+4.5% | $4,762-45.1% |
| Participant deferral / active EE | $6,910 | $4,553+51.8% | $3,603+91.8% | $5,850+18.1% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |