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 | $523,502 | $116,175+350.6% | $93,606+459.3% | $152,861+242.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 16.54% | 35.96%-19.4pp | 32.76%-16.2pp | 345.32%-328.8pp |
| Employer contribution / active EE | $2,510 | $3,218-22.0% | $2,718-7.7% | $4,762-47.3% |
| Participant deferral / active EE | $6,814 | $4,603+48.0% | $4,069+67.5% | $5,850+16.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |