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 | $111,535+402.0% | $105,223+432.1% | $137,256+307.9% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 20.16% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $9,486 | $3,939+140.8% | $3,689+157.2% | $4,156+128.2% |
| Participant deferral / active EE | $17,678 | $5,500+221.4% | $5,072+248.6% | $6,407+175.9% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |