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 | $666,583 | $214,378+210.9% | $200,582+232.3% | $142,382+368.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 13.62% | 46.41%-32.8pp | 42.33%-28.7pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,541 | $6,841-77.5% | $6,419-76.0% | $4,299-64.2% |
| Participant deferral / active EE | $19,410 | $9,865+96.8% | $9,331+108.0% | $6,507+198.3% |
| Admin fee / account holder | $293 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |