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 | $360,835 | $136,307+164.7% | $106,619+238.4% | $273,961+31.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.51% | 11.05%-2.5pp | 9.42%-0.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $17,781 | $5,190+242.6% | $3,947+350.5% | $4,869+265.2% |
| Participant deferral / active EE | $18,000 | $4,969+262.2% | $3,930+358.0% | $5,287+240.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |