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 | $660,146 | $135,952+385.6% | $123,892+432.8% | $273,961+141.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.94% | 56.63%-43.7pp | 47.52%-34.6pp | 41.45%-28.5pp |
| Employer contribution / active EE | $8,752 | $5,170+69.3% | $4,617+89.6% | $4,869+79.8% |
| Participant deferral / active EE | $12,717 | $6,343+100.5% | $5,984+112.5% | $5,287+140.5% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |