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 | $615,395 | $175,202+251.2% | $149,673+311.2% | $139,434+341.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.50% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $9,789 | $5,474+78.8% | $4,818+103.2% | $4,751+106.0% |
| Participant deferral / active EE | $6,057 | $6,519-7.1% | $5,680+6.6% | $6,710-9.7% |
| Admin fee / account holder | $8 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |