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 | $416,412 | $135,952+206.3% | $123,892+236.1% | $273,961+52.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 6.26% | 56.63%-50.4pp | 47.52%-41.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $18,879 | $5,170+265.2% | $4,617+308.9% | $4,869+287.8% |
| Participant deferral / active EE | $16,000 | $6,343+152.3% | $5,984+167.4% | $5,287+202.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |