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 | $480,337 | $214,378+124.1% | $200,582+139.5% | $142,382+237.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.38% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $20,833 | $6,841+204.5% | $6,419+224.6% | $4,299+384.6% |
| Participant deferral / active EE | $12,042 | $9,865+22.1% | $9,331+29.0% | $6,507+85.1% |
| Admin fee / account holder | $139 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |