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 | $584,325 | $127,065+359.9% | $113,168+416.3% | $142,382+310.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.43% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,171 | $3,442-7.9% | $2,975+6.6% | $4,299-26.2% |
| Participant deferral / active EE | $18,979 | $5,716+232.0% | $5,107+271.6% | $6,507+191.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |