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 | $603,310 | $198,466+204.0% | $170,442+254.0% | $147,584+308.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.15% | 257.29%-242.1pp | 205.93%-190.8pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,294 | $6,184-46.7% | $5,433-39.4% | $4,876-32.5% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $131 | $16,852-99.2% | $13,880-99.1% | $10,885-98.8% |