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 | $681,301 | $114,381+495.6% | $107,525+533.6% | $142,382+378.5% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 13.46% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.6pp |
| Employer contribution / active EE | $7,831 | $4,015+95.1% | $3,754+108.6% | $4,299+82.2% |
| Participant deferral / active EE | $6,157 | $5,564+10.7% | $5,116+20.4% | $6,507-5.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |