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 | $385,182 | $100,970+281.5% | $96,576+298.8% | $137,256+180.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.95% | 38.16%-16.2pp | 38.47%-16.5pp | 220.34%-198.4pp |
| Employer contribution / active EE | $5,049 | $3,809+32.5% | $3,553+42.1% | $4,156+21.5% |
| Participant deferral / active EE | $14,953 | $8,286+80.5% | $7,956+87.9% | $6,407+133.4% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |