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 | $785,086 | $117,841+566.2% | $102,423+666.5% | $145,922+438.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.09% | 31.65%-16.6pp | 29.32%-14.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $31,478 | $3,615+770.8% | $3,023+941.2% | $4,660+575.6% |
| Participant deferral / active EE | $6,875 | $5,731+20.0% | $5,053+36.1% | $6,688+2.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |