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 | $575,671 | $161,352+256.8% | $134,172+329.1% | $137,256+319.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 13.23% | 28.72%-15.5pp | 25.30%-12.1pp | 220.34%-207.1pp |
| Employer contribution / active EE | $4,050 | $4,099-1.2% | $3,420+18.4% | $4,156-2.6% |
| Participant deferral / active EE | $18,250 | $5,552+228.7% | $4,690+289.1% | $6,407+184.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |