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 | $504,291 | $217,402+132.0% | $185,823+171.4% | $167,490+201.1% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.61% | 148.36%-133.8pp | 122.05%-107.4pp | 478.56%-463.9pp |
| Employer contribution / active EE | $15,433 | $5,873+162.8% | $5,167+198.7% | $4,837+219.0% |
| Participant deferral / active EE | $13,000 | $6,356+104.5% | $5,568+133.5% | $6,341+105.0% |
| Admin fee / account holder | $184 | $19,811-99.1% | $16,237-98.9% | $12,309-98.5% |