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 | $726,128 | $111,754+549.8% | $103,333+602.7% | $145,922+397.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.92% | 24.77%-13.8pp | 24.88%-14.0pp | 561.29%-550.4pp |
| Employer contribution / active EE | $21,039 | $4,212+399.4% | $3,868+443.9% | $4,660+351.5% |
| Participant deferral / active EE | $12,772 | $5,619+127.3% | $5,057+152.5% | $6,688+91.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |