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 | $468,848 | $159,901+193.2% | $146,958+219.0% | $145,922+221.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.03% | 98.13%-72.1pp | 418.34%-392.3pp | 561.29%-535.3pp |
| Employer contribution / active EE | $10,550 | $5,286+99.6% | $4,933+113.9% | $4,660+126.4% |
| Participant deferral / active EE | $16,174 | $8,428+91.9% | $8,070+100.4% | $6,688+141.8% |
| Admin fee / account holder | $14 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |