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 | $981,581 | $238,490+311.6% | $180,183+444.8% | $142,382+589.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.33% | 33.56%-16.2pp | 27.86%-10.5pp | 217.08%-199.7pp |
| Employer contribution / active EE | $1,875 | $6,143-69.5% | $5,039-62.8% | $4,299-56.4% |
| Participant deferral / active EE | $3,000 | $7,996-62.5% | $6,822-56.0% | $6,507-53.9% |
| Admin fee / account holder | $43 | $28,866-99.9% | $19,975-99.8% | $12,624-99.7% |