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 | $798,364 | $159,602+400.2% | $150,045+432.1% | $142,382+460.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.54% | 70.24%-53.7pp | 62.55%-46.0pp | 217.08%-200.5pp |
| Employer contribution / active EE | $17,550 | $4,961+253.8% | $4,693+274.0% | $4,299+308.2% |
| Participant deferral / active EE | $16,700 | $8,310+101.0% | $7,997+108.8% | $6,507+156.6% |
| Admin fee / account holder | $187 | $14,846-98.7% | $13,435-98.6% | $12,624-98.5% |