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 | $778,898 | $214,378+263.3% | $200,582+288.3% | $142,382+447.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.03% | 46.41%-24.4pp | 42.33%-20.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $17,238 | $6,841+152.0% | $6,419+168.6% | $4,299+301.0% |
| Participant deferral / active EE | $16,949 | $9,865+71.8% | $9,331+81.6% | $6,507+160.5% |
| Admin fee / account holder | $248 | $17,692-98.6% | $16,305-98.5% | $12,624-98.0% |