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 | $437,051 | $118,450+269.0% | $98,439+344.0% | $139,434+213.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.26% | 18.94%-7.7pp | 21.16%-9.9pp | 372.94%-361.7pp |
| Employer contribution / active EE | $3,391 | $3,609-6.1% | $3,048+11.2% | $4,751-28.6% |
| Participant deferral / active EE | $3,591 | $5,392-33.4% | $4,738-24.2% | $6,710-46.5% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |