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 | $1,227,797 | $159,602+669.3% | $150,045+718.3% | $142,382+762.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.56% | 70.24%-54.7pp | 62.55%-47.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $24,320 | $4,961+390.3% | $4,693+418.2% | $4,299+465.7% |
| Participant deferral / active EE | $11,360 | $8,310+36.7% | $7,997+42.0% | $6,507+74.6% |
| Admin fee / account holder | $86 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |