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 | $941,027 | $118,450+694.5% | $98,439+855.9% | $139,434+574.9% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 33.36% | 18.94%+14.4pp | 21.16%+12.2pp | 372.94%-339.6pp |
| Employer contribution / active EE | $6,384 | $3,609+76.9% | $3,048+109.5% | $4,751+34.4% |
| Participant deferral / active EE | $2,195 | $5,392-59.3% | $4,738-53.7% | $6,710-67.3% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |