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 | $513,837 | $106,584+382.1% | $101,326+407.1% | $142,382+260.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.42% | 36.93%-19.5pp | 36.82%-19.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $22,677 | $3,956+473.2% | $3,665+518.7% | $4,299+427.5% |
| Participant deferral / active EE | $14,812 | $8,297+78.5% | $7,994+85.3% | $6,507+127.6% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |