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 | $516,840 | $157,256+228.7% | $141,162+266.1% | $152,861+238.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.50% | 64.32%-41.8pp | 71.39%-48.9pp | 345.32%-322.8pp |
| Employer contribution / active EE | $8,744 | $5,261+66.2% | $4,735+84.7% | $4,762+83.6% |
| Participant deferral / active EE | $12,585 | $7,109+77.0% | $6,709+87.6% | $5,850+115.1% |
| Admin fee / account holder | $87 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |