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 | $258,635 | $95,266+171.5% | $82,389+213.9% | $142,382+81.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 18.14% | 25.74%-7.6pp | 28.67%-10.5pp | 217.08%-198.9pp |
| Employer contribution / active EE | $10,400 | $2,991+247.7% | $2,517+313.2% | $4,299+141.9% |
| Participant deferral / active EE | $37,292 | $4,809+675.5% | $4,155+797.6% | $6,507+473.1% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |