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 | $603,420 | $165,335+265.0% | $149,696+303.1% | $158,922+279.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.88% | 348.15%-326.3pp | 276.60%-254.7pp | 302.83%-280.9pp |
| Employer contribution / active EE | $18,847 | $5,103+269.4% | $4,644+305.8% | $4,761+295.9% |
| Participant deferral / active EE | $17,481 | $7,181+143.4% | $6,842+155.5% | $5,982+192.2% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |