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 | $958,284 | $159,934+499.2% | $147,005+551.9% | $145,959+556.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 36.71% | 98.24%-61.5pp | 418.76%-382.1pp | 561.95%-525.2pp |
| Employer contribution / active EE | $13,730 | $5,287+159.7% | $4,934+178.2% | $4,661+194.6% |
| Participant deferral / active EE | $13,757 | $8,427+63.2% | $8,070+70.5% | $6,689+105.7% |
| Admin fee / account holder | $30 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |