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 | $824,941 | $93,571+781.6% | $135,903+507.0% | $75,163+997.5% |
| Participation rate | 92.0% | 75.2%+16.8pp | 81.9%+10.1pp | 67.2%+24.8pp |
| Annual return | 17.90% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $6,000 | $3,537+69.7% | $4,856+23.6% | $2,670+124.7% |
| Participant deferral / active EE | $10,971 | $6,404+71.3% | $7,758+41.4% | $4,125+166.0% |
| Admin fee / account holder | -$63 | $6,975-100.9% | $10,762-100.6% | $5,651-101.1% |