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 | $699,325 | $180,749+286.9% | $160,784+334.9% | $137,256+409.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.73% | 2234.46%-2220.7pp | 1803.92%-1790.2pp | 220.34%-206.6pp |
| Employer contribution / active EE | $18,497 | $4,155+345.2% | $3,733+395.5% | $4,156+345.1% |
| Participant deferral / active EE | $13,237 | $6,844+93.4% | $6,293+110.3% | $6,407+106.6% |
| Admin fee / account holder | $19 | $10,397-99.8% | $9,717-99.8% | $12,270-99.8% |