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 | $876,839 | $85,766+922.4% | $136,294+543.3% | $70,131+1150.3% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 19.31% | 31.45%-12.1pp | 5155.94%-5136.6pp | 73.14%-53.8pp |
| Employer contribution / active EE | $14,860 | $2,966+401.0% | $4,695+216.5% | $2,342+534.4% |
| Participant deferral / active EE | $11,150 | $5,051+120.7% | $6,247+78.5% | $3,332+234.7% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |