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 | $762,443 | $116,175+556.3% | $93,606+714.5% | $152,861+398.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 24.18% | 35.96%-11.8pp | 32.76%-8.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $17,915 | $3,218+456.7% | $2,718+559.1% | $4,762+276.2% |
| Participant deferral / active EE | $7,357 | $4,603+59.8% | $4,069+80.8% | $5,850+25.8% |
| Admin fee / account holder | $86 | $10,748-99.2% | $7,888-98.9% | $11,596-99.3% |