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 | $579,009 | $197,591+193.0% | $177,821+225.6% | $158,922+264.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.03% | 58.76%-43.7pp | 48.32%-33.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $7,791 | $6,697+16.3% | $5,918+31.6% | $4,761+63.6% |
| Participant deferral / active EE | $10,331 | $8,405+22.9% | $7,714+33.9% | $5,982+72.7% |
| Admin fee / account holder | $40 | $15,399-99.7% | $12,427-99.7% | $11,246-99.6% |