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 | $518,027 | $124,425+316.3% | $112,040+362.4% | $137,256+277.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 17.16% | 24.72%-7.6pp | 24.52%-7.4pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,471 | $3,411+60.4% | $2,954+85.2% | $4,156+31.6% |
| Participant deferral / active EE | $7,936 | $5,718+38.8% | $5,098+55.7% | $6,407+23.9% |
| Admin fee / account holder | $17 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |