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 | $476,569 | $172,111+176.9% | $150,298+217.1% | $137,256+247.2% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 19.95% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $12,599 | $4,636+171.7% | $4,154+203.3% | $4,156+203.1% |
| Participant deferral / active EE | $11,857 | $6,166+92.3% | $5,453+117.4% | $6,407+85.1% |
| Admin fee / account holder | -$78 | $16,471-100.5% | $14,116-100.5% | $12,270-100.6% |