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 | $627,035 | $209,411+199.4% | $178,490+251.3% | $158,922+294.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.90% | 188.75%-165.8pp | 151.07%-128.2pp | 302.83%-279.9pp |
| Employer contribution / active EE | $3,864 | $5,706-32.3% | $5,011-22.9% | $4,761-18.9% |
| Participant deferral / active EE | $8,869 | $5,954+49.0% | $5,202+70.5% | $5,982+48.3% |
| Admin fee / account holder | $68 | $17,074-99.6% | $13,984-99.5% | $11,246-99.4% |