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 | $381,905 | $179,726+112.5% | $156,263+144.4% | $142,382+168.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.50% | 77.86%-61.4pp | 59.47%-43.0pp | 217.08%-200.6pp |
| Employer contribution / active EE | $19,267 | $5,069+280.1% | $4,333+344.6% | $4,299+348.2% |
| Participant deferral / active EE | $18,272 | $6,956+162.7% | $6,158+196.7% | $6,507+180.8% |
| Admin fee / account holder | $10 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |