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 | $684,516 | $209,411+226.9% | $178,490+283.5% | $158,922+330.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.18% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.6pp |
| Employer contribution / active EE | $4,632 | $5,706-18.8% | $5,011-7.6% | $4,761-2.7% |
| Participant deferral / active EE | $2,258 | $5,954-62.1% | $5,202-56.6% | $5,982-62.3% |
| Admin fee / account holder | $42 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |