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 | $632,059 | $183,519+244.4% | $155,509+306.4% | $145,922+333.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.86% | 61.17%-43.3pp | 64.67%-46.8pp | 561.29%-543.4pp |
| Employer contribution / active EE | $9,550 | $5,313+79.8% | $4,672+104.4% | $4,660+105.0% |
| Participant deferral / active EE | $13,125 | $6,462+103.1% | $5,626+133.3% | $6,688+96.3% |
| Admin fee / account holder | $128 | $19,313-99.3% | $15,912-99.2% | $13,397-99.0% |