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 | $522,025 | $159,901+226.5% | $146,958+255.2% | $145,922+257.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.73% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $19,205 | $5,286+263.3% | $4,933+289.3% | $4,660+312.2% |
| Participant deferral / active EE | $11,081 | $8,428+31.5% | $8,070+37.3% | $6,688+65.7% |
| Admin fee / account holder | $16 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |