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 | $729,568 | $154,117+373.4% | $129,995+461.2% | $139,434+423.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.62% | 32.48%-19.9pp | -137.18%+149.8pp | 372.94%-360.3pp |
| Employer contribution / active EE | $34,549 | $5,289+553.2% | $4,320+699.8% | $4,751+627.2% |
| Participant deferral / active EE | $19,450 | $6,710+189.9% | $5,820+234.2% | $6,710+189.9% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |