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 | $529,980 | $159,602+232.1% | $150,045+253.2% | $142,382+272.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.30% | 70.24%-50.9pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $14,600 | $4,961+194.3% | $4,693+211.1% | $4,299+239.6% |
| Participant deferral / active EE | $16,489 | $8,310+98.4% | $7,997+106.2% | $6,507+153.4% |
| Admin fee / account holder | $146 | $14,846-99.0% | $13,435-98.9% | $12,624-98.8% |