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 | $563,482 | $107,334+425.0% | $92,893+506.6% | $152,861+268.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 27.45% | 145.58%-118.1pp | 109.41%-82.0pp | 345.32%-317.9pp |
| Employer contribution / active EE | $6,196 | $4,221+46.8% | $3,653+69.6% | $4,762+30.1% |
| Participant deferral / active EE | $4,017 | $4,845-17.1% | $4,236-5.2% | $5,850-31.3% |
| Admin fee / account holder | $107 | $7,079-98.5% | $5,794-98.1% | $11,596-99.1% |