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 | $960,559 | $124,281+672.9% | $109,143+780.1% | $167,490+473.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.31% | 26.04%-8.7pp | 25.75%-8.4pp | 478.56%-461.2pp |
| Employer contribution / active EE | $21,128 | $4,207+402.2% | $3,722+467.7% | $4,837+336.7% |
| Participant deferral / active EE | $14,300 | $5,255+172.1% | $4,653+207.3% | $6,341+125.5% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |