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 | $569,628 | $152,460+273.6% | $118,746+379.7% | $147,584+286.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 12.52% | 17.41%-4.9pp | 24.54%-12.0pp | 578.55%-566.0pp |
| Employer contribution / active EE | $10,800 | $5,046+114.0% | $4,193+157.6% | $4,876+121.5% |
| Participant deferral / active EE | $18,000 | $6,212+189.7% | $5,332+237.6% | $5,439+231.0% |
| Admin fee / account holder | $0 | $16,953-100.0% | $10,720-100.0% | $10,885-100.0% |