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 | $666,788 | $198,466+236.0% | $170,442+291.2% | $147,584+351.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.48% | 257.29%-239.8pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $8,100 | $6,184+31.0% | $5,433+49.1% | $4,876+66.1% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |