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 | $594,898 | $177,572+235.0% | $154,803+284.3% | $142,382+317.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.17% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $12,085 | $4,810+151.2% | $4,305+180.7% | $4,299+181.1% |
| Participant deferral / active EE | $9,978 | $6,272+59.1% | $5,540+80.1% | $6,507+53.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |