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 | $490,404 | $214,378+128.8% | $200,582+144.5% | $142,382+244.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.44% | 46.41%-31.0pp | 42.33%-26.9pp | 217.08%-201.6pp |
| Employer contribution / active EE | $10,460 | $6,841+52.9% | $6,419+63.0% | $4,299+143.3% |
| Participant deferral / active EE | $17,288 | $9,865+75.3% | $9,331+85.3% | $6,507+165.7% |
| Admin fee / account holder | $42 | $17,692-99.8% | $16,305-99.7% | $12,624-99.7% |