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 8-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 | $667,722 | $127,386+424.2% | $115,037+480.4% | $125,391+432.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 17.14% | 31.28%-14.1pp | 26.14%-9.0pp | 282.22%-265.1pp |
| Employer contribution / active EE | $35,000 | $5,166+577.5% | $4,608+659.6% | $4,866+619.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $165 | $9,516-98.3% | $8,175-98.0% | $9,540-98.3% |