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 | $581,280 | $176,377+229.6% | $134,143+333.3% | $158,922+265.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 10.15% | 63.63%-53.5pp | 36.33%-26.2pp | 302.83%-292.7pp |
| Employer contribution / active EE | $27,167 | $5,040+439.0% | $3,704+633.5% | $4,761+470.6% |
| Participant deferral / active EE | $17,331 | $4,091+323.6% | $3,499+395.3% | $5,982+189.7% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |