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 | $657,620 | $232,540+182.8% | $185,117+255.2% | $147,584+345.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 17.08% | 43.03%-25.9pp | 40.50%-23.4pp | 578.55%-561.5pp |
| Employer contribution / active EE | $23,911 | $5,195+360.3% | $4,182+471.8% | $4,876+390.4% |
| Participant deferral / active EE | $19,158 | $5,834+228.4% | $5,045+279.7% | $5,439+252.2% |
| Admin fee / account holder | $136 | $10,275-98.7% | $8,159-98.3% | $10,885-98.7% |