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 | $485,835 | $105,181+361.9% | $159,436+204.7% | $85,850+465.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.90% | 45.07%-24.2pp | 263.57%-242.7pp | 318.53%-297.6pp |
| Employer contribution / active EE | $3,182 | $3,318-4.1% | $4,829-34.1% | $2,565+24.1% |
| Participant deferral / active EE | $7,296 | $5,945+22.7% | $7,352-0.8% | $3,952+84.6% |
| Admin fee / account holder | $95 | $6,933-98.6% | $10,799-99.1% | $6,260-98.5% |