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 | $936,475 | $755,339+24.0% | $379,746+146.6% | $158,922+489.3% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 12.46% | 53.41%-40.9pp | 34.90%-22.4pp | 302.83%-290.4pp |
| Employer contribution / active EE | $3,994 | $4,685-14.8% | $3,540+12.8% | $4,761-16.1% |
| Participant deferral / active EE | $16,763 | $7,938+111.2% | $6,024+178.3% | $5,982+180.2% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,246-100.0% |