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 | $412,554 | $197,591+108.8% | $177,821+132.0% | $158,922+159.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 14.19% | 58.76%-44.6pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $16,832 | $6,697+151.3% | $5,918+184.4% | $4,761+253.5% |
| Participant deferral / active EE | $17,000 | $8,405+102.3% | $7,714+120.4% | $5,982+184.2% |
| Admin fee / account holder | $20 | $15,399-99.9% | $12,427-99.8% | $11,246-99.8% |