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 | $510,411 | $228,332+123.5% | $185,823+174.7% | $158,922+221.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.17% | 40.80%-22.6pp | 35.95%-17.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $18,846 | $4,967+279.4% | $4,087+361.1% | $4,761+295.8% |
| Participant deferral / active EE | $9,468 | $6,415+47.6% | $5,632+68.1% | $5,982+58.3% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |