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 | $332,563 | $84,233+294.8% | $170,442+95.1% | $70,131+374.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 17.64% | 23.06%-5.4pp | 205.93%-188.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $9,886 | $3,387+191.9% | $5,433+82.0% | $2,342+322.0% |
| Participant deferral / active EE | $7,108 | $3,086+130.4% | $4,939+43.9% | $3,332+113.3% |
| Admin fee / account holder | $116 | $5,698-98.0% | $13,880-99.2% | $4,645-97.5% |