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 | $821,374 | $175,202+368.8% | $149,673+448.8% | $139,434+489.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.39% | 166.71%-155.3pp | 134.42%-123.0pp | 372.94%-361.6pp |
| Employer contribution / active EE | $2,970 | $5,474-45.8% | $4,818-38.4% | $4,751-37.5% |
| Participant deferral / active EE | $15,575 | $6,519+138.9% | $5,680+174.2% | $6,710+132.1% |
| Admin fee / account holder | $32 | $16,150-99.8% | $13,210-99.8% | $11,403-99.7% |