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 | $421,995 | $114,237+269.4% | $119,258+253.9% | $167,490+152.0% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.1%+17.9pp |
| Annual return | 16.46% | 29.87%-13.4pp | 30.69%-14.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $16,984 | $4,481+279.0% | $4,384+287.4% | $4,837+251.1% |
| Participant deferral / active EE | $15,949 | $6,084+162.2% | $6,111+161.0% | $6,341+151.5% |
| Admin fee / account holder | $0 | $8,932-100.0% | $7,226-100.0% | $12,309-100.0% |