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 | $377,890 | $124,425+203.7% | $112,040+237.3% | $137,256+175.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.28% | 24.72%-13.4pp | 24.52%-13.2pp | 220.34%-209.1pp |
| Employer contribution / active EE | $13,119 | $3,411+284.6% | $2,954+344.1% | $4,156+215.7% |
| Participant deferral / active EE | $19,370 | $5,718+238.7% | $5,098+280.0% | $6,407+202.3% |
| Admin fee / account holder | $20 | $15,207-99.9% | $12,098-99.8% | $12,270-99.8% |