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 | $752,064 | $90,503+731.0% | $78,689+855.7% | $273,961+174.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.71% | 75.60%-69.9pp | 62.18%-56.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $10,045 | $3,176+216.3% | $2,851+252.4% | $4,869+106.3% |
| Participant deferral / active EE | $8,800 | $3,901+125.6% | $3,517+150.2% | $5,287+66.4% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,132-99.8% |