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 | $267,118 | $226,064+18.2% | $182,532+46.3% | $152,861+74.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.81% | 192.51%-171.7pp | 148.54%-127.7pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,263 | $4,978+5.7% | $4,076+29.1% | $4,762+10.5% |
| Participant deferral / active EE | $10,667 | $6,368+67.5% | $5,524+93.1% | $5,850+82.3% |
| Admin fee / account holder | $20 | $10,703-99.8% | $8,592-99.8% | $11,596-99.8% |