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 | $109,881+264.8% | $150,045+167.1% | $84,808+372.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 18.39% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $21,788 | $3,561+511.8% | $4,693+364.3% | $2,631+728.1% |
| Participant deferral / active EE | $21,269 | $6,636+220.5% | $7,997+166.0% | $4,212+405.0% |
| Admin fee / account holder | $161 | $8,568-98.1% | $13,435-98.8% | $7,344-97.8% |