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 | $599,979 | $180,449+232.5% | $154,107+289.3% | $135,375+343.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.51% | 888.09%-886.6pp | 735.12%-733.6pp | 519.73%-518.2pp |
| Employer contribution / active EE | $5,664 | $6,035-6.1% | $5,298+6.9% | $4,779+18.5% |
| Participant deferral / active EE | $8,597 | $5,806+48.1% | $5,081+69.2% | $5,609+53.3% |
| Admin fee / account holder | $37 | $16,143-99.8% | $13,411-99.7% | $10,827-99.7% |