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 | $275,800 | $102,616+168.8% | $81,983+236.4% | $158,922+73.5% |
| Participation rate | 81.8% | 75.5%+6.3pp | 69.2%+12.6pp | 82.0%-0.1pp |
| Annual return | 7.16% | 61.04%-53.9pp | 41.31%-34.1pp | 302.83%-295.7pp |
| Employer contribution / active EE | $19,927 | $3,240+515.0% | $2,498+697.7% | $4,761+318.5% |
| Participant deferral / active EE | $8,864 | $4,648+90.7% | $3,722+138.1% | $5,982+48.2% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |