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 | $500,271 | $118,450+322.3% | $98,439+408.2% | $139,434+258.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.72% | 18.94%-2.2pp | 21.16%-4.4pp | 372.94%-356.2pp |
| Employer contribution / active EE | $5,190 | $3,609+43.8% | $3,048+70.3% | $4,751+9.2% |
| Participant deferral / active EE | $8,114 | $5,392+50.5% | $4,738+71.3% | $6,710+20.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |