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 | $706,463 | $201,272+251.0% | $184,203+283.5% | $145,922+384.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.88% | 29.00%-13.1pp | 28.81%-12.9pp | 561.29%-545.4pp |
| Employer contribution / active EE | $5,373 | $7,022-23.5% | $6,427-16.4% | $4,660+15.3% |
| Participant deferral / active EE | $18,083 | $9,806+84.4% | $9,131+98.0% | $6,688+170.4% |
| Admin fee / account holder | $214 | $16,364-98.7% | $13,901-98.5% | $13,397-98.4% |