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 | $495,251 | $110,257+349.2% | $96,544+413.0% | $139,434+255.2% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 19.85% | 26.32%-6.5pp | 25.84%-6.0pp | 372.94%-353.1pp |
| Employer contribution / active EE | $12,692 | $3,620+250.6% | $2,965+328.1% | $4,751+167.2% |
| Participant deferral / active EE | $8,918 | $5,548+60.7% | $4,851+83.8% | $6,710+32.9% |
| Admin fee / account holder | $93 | $11,591-99.2% | $8,252-98.9% | $11,403-99.2% |