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 | $556,717 | $214,378+159.7% | $200,582+177.6% | $142,382+291.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.48% | 46.41%-29.9pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $13,347 | $6,841+95.1% | $6,419+107.9% | $4,299+210.5% |
| Participant deferral / active EE | $7,450 | $9,865-24.5% | $9,331-20.2% | $6,507+14.5% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |