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 | $774,544 | $217,402+256.3% | $185,823+316.8% | $167,490+362.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 20.93% | 148.36%-127.4pp | 122.05%-101.1pp | 478.56%-457.6pp |
| Employer contribution / active EE | $9,806 | $5,873+67.0% | $5,167+89.8% | $4,837+102.7% |
| Participant deferral / active EE | $11,303 | $6,356+77.8% | $5,568+103.0% | $6,341+78.3% |
| Admin fee / account holder | $279 | $19,811-98.6% | $16,237-98.3% | $12,309-97.7% |