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 | $700,858 | $163,101+329.7% | $136,749+412.5% | $142,382+392.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.78% | 27.54%-10.8pp | 24.33%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $15,873 | $4,117+285.6% | $3,400+366.9% | $4,299+269.2% |
| Participant deferral / active EE | $14,043 | $5,585+151.5% | $4,692+199.3% | $6,507+115.8% |
| Admin fee / account holder | $116 | $14,318-99.2% | $11,386-99.0% | $12,624-99.1% |