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 | $702,357 | $154,117+355.7% | $129,995+440.3% | $139,434+403.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 18.35% | 32.48%-14.1pp | -137.18%+155.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $5,607 | $5,289+6.0% | $4,320+29.8% | $4,751+18.0% |
| Participant deferral / active EE | $24,067 | $6,710+258.7% | $5,820+313.5% | $6,710+258.7% |
| Admin fee / account holder | $176 | $14,007-98.7% | $10,614-98.3% | $11,403-98.5% |