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 | $534,358 | $100,773+430.3% | $88,946+500.8% | $142,382+275.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.34% | 70.18%-48.8pp | 57.82%-36.5pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,332 | $2,918-20.1% | $2,555-8.7% | $4,299-45.8% |
| Participant deferral / active EE | $5,800 | $5,230+10.9% | $4,581+26.6% | $6,507-10.9% |
| Admin fee / account holder | $53 | $9,693-99.4% | $8,261-99.4% | $12,624-99.6% |