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 | $664,516 | $165,335+301.9% | $149,696+343.9% | $158,922+318.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.35% | 348.15%-335.8pp | 276.60%-264.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $12,158 | $5,103+138.3% | $4,644+161.8% | $4,761+155.3% |
| Participant deferral / active EE | $15,144 | $7,181+110.9% | $6,842+121.3% | $5,982+153.1% |
| Admin fee / account holder | -$2,223 | $10,807-120.6% | $9,309-123.9% | $11,246-119.8% |