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 | $541,291 | $159,602+239.1% | $150,045+260.8% | $142,382+280.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.68% | 70.24%-53.6pp | 62.55%-45.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $10,633 | $4,961+114.3% | $4,693+126.6% | $4,299+147.3% |
| Participant deferral / active EE | $19,982 | $8,310+140.5% | $7,997+149.9% | $6,507+207.1% |
| Admin fee / account holder | $14 | $14,846-99.9% | $13,435-99.9% | $12,624-99.9% |