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 | $350,544 | $113,935+207.7% | $94,224+272.0% | $125,391+179.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.51% | 5.29%-1.8pp | 10.68%-7.2pp | 282.22%-278.7pp |
| Employer contribution / active EE | $16,878 | $4,727+257.1% | $3,587+370.6% | $4,866+246.9% |
| Participant deferral / active EE | $19,361 | $5,179+273.9% | $4,320+348.2% | $5,352+261.8% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |