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 | $559,906 | $114,381+389.5% | $107,525+420.7% | $142,382+293.2% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | 20.16% | 242.71%-222.5pp | 181.32%-161.2pp | 217.08%-196.9pp |
| Employer contribution / active EE | $9,486 | $4,015+136.3% | $3,754+152.7% | $4,299+120.6% |
| Participant deferral / active EE | $17,678 | $5,564+217.7% | $5,116+245.6% | $6,507+171.7% |
| Admin fee / account holder | $19 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |