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 | $564,901 | $127,777+342.1% | $106,548+430.2% | $167,490+237.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 26.39% | 33.87%-7.5pp | 26.80%-0.4pp | 478.56%-452.2pp |
| Employer contribution / active EE | $9,827 | $3,427+186.8% | $2,819+248.6% | $4,837+103.1% |
| Participant deferral / active EE | $5,624 | $5,087+10.6% | $4,398+27.9% | $6,341-11.3% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,407-100.0% | $12,309-100.0% |