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 | $844,251 | $159,901+428.0% | $146,958+474.5% | $145,922+478.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 14.71% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.6pp |
| Employer contribution / active EE | $14,837 | $5,286+180.7% | $4,933+200.8% | $4,660+218.4% |
| Participant deferral / active EE | $18,392 | $8,428+118.2% | $8,070+127.9% | $6,688+175.0% |
| Admin fee / account holder | $28 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |