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 | $270,175 | $77,634+248.0% | $156,549+72.6% | $62,891+329.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.45% | 50.32%-42.9pp | 32.23%-24.8pp | 20.14%-12.7pp |
| Employer contribution / active EE | $9,066 | $3,444+163.3% | $5,501+64.8% | $2,281+297.5% |
| Participant deferral / active EE | $6,667 | $3,045+118.9% | $4,871+36.9% | $3,203+108.2% |
| Admin fee / account holder | $143 | $5,561-97.4% | $13,027-98.9% | $4,296-96.7% |