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 | $541,127 | $154,228+250.9% | $145,433+272.1% | $137,256+294.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.33% | 74.59%-56.3pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $16,511 | $4,804+243.7% | $4,554+262.5% | $4,156+297.3% |
| Participant deferral / active EE | $25,053 | $8,216+204.9% | $7,897+217.2% | $6,407+291.0% |
| Admin fee / account holder | $20 | $14,344-99.9% | $13,129-99.8% | $12,270-99.8% |