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 | $570,699 | $214,378+166.2% | $200,582+184.5% | $142,382+300.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.13% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,040 | $6,841+61.4% | $6,419+72.0% | $4,299+156.8% |
| Participant deferral / active EE | $14,354 | $9,865+45.5% | $9,331+53.8% | $6,507+120.6% |
| Admin fee / account holder | $14 | $17,692-99.9% | $16,305-99.9% | $12,624-99.9% |