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 | $434,709 | $104,664+315.3% | $85,682+407.4% | $167,490+159.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 18.74% | 21.45%-2.7pp | 21.49%-2.7pp | 478.56%-459.8pp |
| Employer contribution / active EE | $2,884 | $3,337-13.6% | $2,618+10.2% | $4,837-40.4% |
| Participant deferral / active EE | $20,593 | $4,824+326.9% | $3,923+425.0% | $6,341+224.8% |
| Admin fee / account holder | $145 | $10,032-98.6% | $6,873-97.9% | $12,309-98.8% |