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 | $952,818 | $133,922+611.5% | $116,228+719.8% | $142,382+569.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.90% | 147.76%-130.9pp | 90.06%-73.2pp | 217.08%-200.2pp |
| Employer contribution / active EE | $5,633 | $3,446+63.5% | $2,994+88.1% | $4,299+31.0% |
| Participant deferral / active EE | $11,468 | $5,672+102.2% | $4,953+131.5% | $6,507+76.2% |
| Admin fee / account holder | $58 | $14,945-99.6% | $11,989-99.5% | $12,624-99.5% |