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 | $633,400 | $228,332+177.4% | $185,823+240.9% | $158,922+298.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 38.73% | 40.80%-2.1pp | 35.95%+2.8pp | 302.83%-264.1pp |
| Employer contribution / active EE | $2,025 | $4,967-59.2% | $4,087-50.5% | $4,761-57.5% |
| Participant deferral / active EE | $13,663 | $6,415+113.0% | $5,632+142.6% | $5,982+128.4% |
| Admin fee / account holder | $40 | $11,864-99.7% | $9,500-99.6% | $11,246-99.6% |