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 | $854,753 | $114,381+647.3% | $107,525+694.9% | $142,382+500.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.28% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $28,754 | $4,015+616.2% | $3,754+666.1% | $4,299+568.8% |
| Participant deferral / active EE | $15,500 | $5,564+178.6% | $5,116+203.0% | $6,507+138.2% |
| Admin fee / account holder | $148 | $9,860-98.5% | $8,919-98.3% | $12,624-98.8% |