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 | $601,049 | $97,744+514.9% | $103,476+480.9% | $145,922+311.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.69% | 25.41%-12.7pp | 23.90%-11.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $18,798 | $4,677+301.9% | $4,672+302.4% | $4,660+303.4% |
| Participant deferral / active EE | $18,367 | $6,603+178.2% | $6,623+177.3% | $6,688+174.6% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,413-100.0% | $13,397-100.0% |