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 | $551,021 | $183,592+200.1% | $155,567+254.2% | $145,959+277.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.23% | 61.24%-47.0pp | 64.74%-50.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,092 | $5,315-60.6% | $4,674-55.2% | $4,661-55.1% |
| Participant deferral / active EE | $10,272 | $6,464+58.9% | $5,628+82.5% | $6,689+53.6% |
| Admin fee / account holder | -$575 | $19,318-103.0% | $15,916-103.6% | $13,398-104.3% |