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 | $1,005,188 | $124,281+708.8% | $109,143+821.0% | $167,490+500.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.85% | 26.04%-12.2pp | 25.75%-11.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $25,682 | $4,207+510.4% | $3,722+590.0% | $4,837+430.9% |
| Participant deferral / active EE | $8,543 | $5,255+62.6% | $4,653+83.6% | $6,341+34.7% |
| Admin fee / account holder | $3 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |