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 | $259,360 | $209,832+23.6% | $189,513+36.9% | $167,490+54.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.85% | 748.27%-735.4pp | 555.15%-542.3pp | 478.56%-465.7pp |
| Employer contribution / active EE | $9,820 | $6,914+42.0% | $6,162+59.4% | $4,837+103.0% |
| Participant deferral / active EE | $5,490 | $8,935-38.6% | $8,221-33.2% | $6,341-13.4% |
| Admin fee / account holder | $13 | $14,293-99.9% | $12,045-99.9% | $12,309-99.9% |