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 | $463,144 | $127,065+264.5% | $113,168+309.3% | $142,382+225.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.38% | 24.03%-12.6pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,963 | $3,442-43.0% | $2,975-34.0% | $4,299-54.3% |
| Participant deferral / active EE | $13,783 | $5,716+141.1% | $5,107+169.9% | $6,507+111.8% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |