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 | $470,206 | $163,101+188.3% | $136,749+243.8% | $142,382+230.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.71% | 27.54%-11.8pp | 24.33%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $24,079 | $4,117+484.9% | $3,400+608.3% | $4,299+460.1% |
| Participant deferral / active EE | $16,500 | $5,585+195.4% | $4,692+251.7% | $6,507+153.6% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |