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 | $420,801 | $209,411+100.9% | $178,490+135.8% | $158,922+164.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.33% | 188.75%-176.4pp | 151.07%-138.7pp | 302.83%-290.5pp |
| Employer contribution / active EE | $4,019 | $5,706-29.6% | $5,011-19.8% | $4,761-15.6% |
| Participant deferral / active EE | $11,358 | $5,954+90.8% | $5,202+118.4% | $5,982+89.9% |
| Admin fee / account holder | $25 | $17,074-99.9% | $13,984-99.8% | $11,246-99.8% |