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 | $610,107 | $159,602+282.3% | $150,045+306.6% | $142,382+328.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.78% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $10,420 | $4,961+110.1% | $4,693+122.0% | $4,299+142.4% |
| Participant deferral / active EE | $14,873 | $8,310+79.0% | $7,997+86.0% | $6,507+128.6% |
| Admin fee / account holder | $83 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |