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 | $288,506 | $175,202+64.7% | $149,673+92.8% | $139,434+106.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.70% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $3,712 | $5,474-32.2% | $4,818-23.0% | $4,751-21.9% |
| Participant deferral / active EE | $4,312 | $6,519-33.8% | $5,680-24.1% | $6,710-35.7% |
| Admin fee / account holder | $215 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |