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 | $583,022 | $107,934+440.2% | $91,989+533.8% | $152,861+281.4% |
| Participation rate | 88.9% | 81.2%+7.7pp | 78.6%+10.3pp | 82.4%+6.4pp |
| Annual return | 34.69% | 89.24%-54.6pp | 69.02%-34.3pp | 345.32%-310.6pp |
| Employer contribution / active EE | $20,919 | $4,210+396.9% | $3,452+506.0% | $4,762+339.3% |
| Participant deferral / active EE | $13,839 | $6,364+117.4% | $5,923+133.6% | $5,850+136.6% |
| Admin fee / account holder | $26 | $10,520-99.8% | $7,743-99.7% | $11,596-99.8% |