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 | $727,158 | $117,841+517.1% | $102,423+610.0% | $145,922+398.3% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 16.11% | 31.65%-15.5pp | 29.32%-13.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $8,417 | $3,615+132.8% | $3,023+178.4% | $4,660+80.6% |
| Participant deferral / active EE | $11,866 | $5,731+107.1% | $5,053+134.8% | $6,688+77.4% |
| Admin fee / account holder | $118 | $13,326-99.1% | $9,451-98.8% | $13,397-99.1% |