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 | $508,797 | $165,984+206.5% | $164,813+208.7% | $145,922+248.7% |
| Participation rate | 81.8% | 82.0%-0.2pp | 78.6%+3.2pp | 80.3%+1.5pp |
| Annual return | 15.85% | 100.03%-84.2pp | 69.93%-54.1pp | 561.29%-545.4pp |
| Employer contribution / active EE | $14,604 | $5,273+177.0% | $4,341+236.4% | $4,660+213.4% |
| Participant deferral / active EE | $8,175 | $6,959+17.5% | $6,031+35.5% | $6,688+22.2% |
| Admin fee / account holder | $104 | $16,648-99.4% | $12,690-99.2% | $13,397-99.2% |