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 | $703,835 | $176,812+298.1% | $146,665+379.9% | $167,490+320.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 20.06% | 24.03%-4.0pp | 22.74%-2.7pp | 478.56%-458.5pp |
| Employer contribution / active EE | $3,890 | $5,160-24.6% | $4,136-6.0% | $4,837-19.6% |
| Participant deferral / active EE | $9,713 | $6,440+50.8% | $5,506+76.4% | $6,341+53.2% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |