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 | $572,942 | $159,602+259.0% | $150,045+281.8% | $142,382+302.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.85% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $11,545 | $4,961+132.7% | $4,693+146.0% | $4,299+168.6% |
| Participant deferral / active EE | $10,491 | $8,310+26.2% | $7,997+31.2% | $6,507+61.2% |
| Admin fee / account holder | $225 | $14,846-98.5% | $13,435-98.3% | $12,624-98.2% |