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 | $966,202 | $91,190+959.6% | $178,490+441.3% | $79,858+1109.9% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 12.04% | 24.19%-12.1pp | 151.07%-139.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $31,637 | $3,256+871.7% | $5,011+531.4% | $2,471+1180.4% |
| Participant deferral / active EE | $19,227 | $3,236+494.1% | $5,202+269.6% | $3,740+414.1% |
| Admin fee / account holder | $32 | $6,751-99.5% | $13,984-99.8% | $5,306-99.4% |