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 | $733,645 | $106,515+588.8% | $96,683+658.8% | $139,434+426.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 21.68% | 38.43%-16.7pp | 35.69%-14.0pp | 372.94%-351.3pp |
| Employer contribution / active EE | $17,441 | $4,103+325.1% | $3,737+366.8% | $4,751+267.1% |
| Participant deferral / active EE | $8,519 | $5,454+56.2% | $4,878+74.6% | $6,710+27.0% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |