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 | $510,437 | $121,625+319.7% | $104,607+388.0% | $158,922+221.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.39% | 465.26%-450.9pp | 340.46%-326.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $3,873 | $3,163+22.5% | $2,681+44.5% | $4,761-18.6% |
| Participant deferral / active EE | $9,592 | $4,177+129.6% | $3,740+156.5% | $5,982+60.4% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |