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 | $623,792 | $217,402+186.9% | $185,823+235.7% | $167,490+272.4% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 17.01% | 148.36%-131.4pp | 122.05%-105.0pp | 478.56%-461.6pp |
| Employer contribution / active EE | $12,735 | $5,873+116.8% | $5,167+146.5% | $4,837+163.3% |
| Participant deferral / active EE | $7,429 | $6,356+16.9% | $5,568+33.4% | $6,341+17.1% |
| Admin fee / account holder | $33 | $19,811-99.8% | $16,237-99.8% | $12,309-99.7% |