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 | $747,447 | $159,602+368.3% | $150,045+398.1% | $142,382+425.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.42% | 70.24%-52.8pp | 62.55%-45.1pp | 217.08%-199.7pp |
| Employer contribution / active EE | $49,499 | $4,961+897.8% | $4,693+954.7% | $4,299+1051.4% |
| Participant deferral / active EE | $15,020 | $8,310+80.7% | $7,997+87.8% | $6,507+130.8% |
| Admin fee / account holder | $6 | $14,846-100.0% | $13,435-100.0% | $12,624-99.9% |