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 | $253,101 | $209,411+20.9% | $178,490+41.8% | $158,922+59.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.90% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-289.9pp |
| Employer contribution / active EE | $1,562 | $5,706-72.6% | $5,011-68.8% | $4,761-67.2% |
| Participant deferral / active EE | $14,099 | $5,954+136.8% | $5,202+171.0% | $5,982+135.7% |
| Admin fee / account holder | $114 | $17,074-99.3% | $13,984-99.2% | $11,246-99.0% |