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 | $763,980 | $136,307+460.5% | $106,619+616.6% | $273,961+178.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 4.82% | 11.05%-6.2pp | 9.42%-4.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $53,000 | $5,190+921.2% | $3,947+1242.9% | $4,869+988.6% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $280 | $8,625-96.8% | $6,418-95.6% | $10,132-97.2% |