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 | $391,977 | $175,202+123.7% | $149,673+161.9% | $139,434+181.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.26% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $18,478 | $5,474+237.5% | $4,818+283.5% | $4,751+288.9% |
| Participant deferral / active EE | $10,310 | $6,519+58.2% | $5,680+81.5% | $6,710+53.7% |
| Admin fee / account holder | $19 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |