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 | $819,178 | $214,378+282.1% | $200,582+308.4% | $142,382+475.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.28% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $15,558 | $6,841+127.4% | $6,419+142.4% | $4,299+261.9% |
| Participant deferral / active EE | $21,200 | $9,865+114.9% | $9,331+127.2% | $6,507+225.8% |
| Admin fee / account holder | $66 | $17,692-99.6% | $16,305-99.6% | $12,624-99.5% |