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 | $480,634 | $132,239+263.5% | $105,722+354.6% | $273,961+75.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 8.95% | 10.07%-1.1pp | 12.25%-3.3pp | 41.45%-32.5pp |
| Employer contribution / active EE | $10,600 | $4,867+117.8% | $4,079+159.9% | $4,869+117.7% |
| Participant deferral / active EE | $18,000 | $6,233+188.8% | $5,326+238.0% | $5,287+240.5% |
| Admin fee / account holder | $0 | $12,032-100.0% | $8,308-100.0% | $10,132-100.0% |