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 | $519,434 | $132,239+292.8% | $105,722+391.3% | $273,961+89.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 11.91% | 10.07%+1.8pp | 12.25%-0.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $9,059 | $4,867+86.2% | $4,079+122.1% | $4,869+86.1% |
| Participant deferral / active EE | $11,499 | $6,233+84.5% | $5,326+115.9% | $5,287+117.5% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |