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 | $623,749 | $176,812+252.8% | $146,665+325.3% | $167,490+272.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.58% | 24.03%-13.4pp | 22.74%-12.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $10,416 | $5,160+101.9% | $4,136+151.8% | $4,837+115.3% |
| Participant deferral / active EE | $10,718 | $6,440+66.4% | $5,506+94.7% | $6,341+69.0% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |