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 | $400,816 | $106,749+275.5% | $145,433+175.6% | $82,448+386.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.39% | 27.59%-9.2pp | 66.58%-48.2pp | 41.64%-23.2pp |
| Employer contribution / active EE | $21,788 | $3,444+532.6% | $4,554+378.4% | $2,551+754.1% |
| Participant deferral / active EE | $21,269 | $6,519+226.3% | $7,897+169.3% | $4,139+413.8% |
| Admin fee / account holder | $161 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |