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 | $453,264 | $159,602+184.0% | $150,045+202.1% | $142,382+218.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.81% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $10,413 | $4,961+109.9% | $4,693+121.9% | $4,299+142.2% |
| Participant deferral / active EE | $6,954 | $8,310-16.3% | $7,997-13.0% | $6,507+6.9% |
| Admin fee / account holder | $1 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |