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 | $861,966 | $177,572+385.4% | $154,803+456.8% | $142,382+505.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 15.72% | 65.07%-49.3pp | 58.88%-43.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $9,123 | $4,810+89.6% | $4,305+111.9% | $4,299+112.2% |
| Participant deferral / active EE | $12,623 | $6,272+101.3% | $5,540+127.8% | $6,507+94.0% |
| Admin fee / account holder | $119 | $16,786-99.3% | $14,329-99.2% | $12,624-99.1% |