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 | $673,923 | $135,952+395.7% | $123,892+444.0% | $273,961+146.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 206.36% | 56.63%+149.7pp | 47.52%+158.8pp | 41.45%+164.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $586,171 | $6,343+9141.7% | $5,984+9695.4% | $5,287+10986.8% |
| Admin fee / account holder | $183 | $9,817-98.1% | $8,357-97.8% | $10,132-98.2% |