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 | $755,352 | $227,553+231.9% | $189,557+298.5% | $167,490+351.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 24.72% | 78.40%-53.7pp | 64.17%-39.4pp | 478.56%-453.8pp |
| Employer contribution / active EE | $19,500 | $5,316+266.8% | $4,412+341.9% | $4,837+303.1% |
| Participant deferral / active EE | $26,000 | $7,002+271.3% | $6,174+321.1% | $6,341+310.0% |
| Admin fee / account holder | $94 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |