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 | $611,021 | $172,111+255.0% | $150,298+306.5% | $137,256+345.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.09% | 69.37%-56.3pp | 62.79%-49.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $14,845 | $4,636+220.2% | $4,154+257.3% | $4,156+257.2% |
| Participant deferral / active EE | $7,453 | $6,166+20.9% | $5,453+36.7% | $6,407+16.3% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |