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 | $642,827 | $153,772+318.0% | $133,980+379.8% | $273,961+134.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.04% | 36.51%-26.5pp | 29.30%-19.3pp | 41.45%-31.4pp |
| Employer contribution / active EE | $20,055 | $6,029+232.6% | $5,211+284.8% | $4,869+311.9% |
| Participant deferral / active EE | $15,750 | $6,958+126.3% | $6,282+150.7% | $5,287+197.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |