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 | $921,965 | $197,591+366.6% | $177,821+418.5% | $158,922+480.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 25.70% | 58.76%-33.1pp | 48.32%-22.6pp | 302.83%-277.1pp |
| Employer contribution / active EE | $24,596 | $6,697+267.2% | $5,918+315.6% | $4,761+416.6% |
| Participant deferral / active EE | $16,608 | $8,405+97.6% | $7,714+115.3% | $5,982+177.6% |
| Admin fee / account holder | $59 | $15,399-99.6% | $12,427-99.5% | $11,246-99.5% |