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 | $406,015 | $197,591+105.5% | $177,821+128.3% | $158,922+155.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 9.05% | 58.76%-49.7pp | 48.32%-39.3pp | 302.83%-293.8pp |
| Employer contribution / active EE | $9,750 | $6,697+45.6% | $5,918+64.7% | $4,761+104.8% |
| Participant deferral / active EE | $12,750 | $8,405+51.7% | $7,714+65.3% | $5,982+113.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |