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 | $485,917 | $84,233+476.9% | $170,442+185.1% | $70,131+592.9% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 18.71% | 23.06%-4.4pp | 205.93%-187.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $12,554 | $3,387+270.7% | $5,433+131.1% | $2,342+435.9% |
| Participant deferral / active EE | $8,716 | $3,086+182.5% | $4,939+76.5% | $3,332+161.6% |
| Admin fee / account holder | $213 | $5,698-96.3% | $13,880-98.5% | $4,645-95.4% |