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 | $447,462 | $217,402+105.8% | $185,823+140.8% | $167,490+167.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.71% | 148.36%-135.7pp | 122.05%-109.3pp | 478.56%-465.9pp |
| Employer contribution / active EE | $8,176 | $5,873+39.2% | $5,167+58.2% | $4,837+69.0% |
| Participant deferral / active EE | $9,129 | $6,356+43.6% | $5,568+64.0% | $6,341+44.0% |
| Admin fee / account holder | $49 | $19,811-99.8% | $16,237-99.7% | $12,309-99.6% |