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 | $264,047 | $165,335+59.7% | $149,696+76.4% | $158,922+66.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.81% | 348.15%-330.3pp | 276.60%-258.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $4,937 | $5,103-3.3% | $4,644+6.3% | $4,761+3.7% |
| Participant deferral / active EE | $11,929 | $7,181+66.1% | $6,842+74.4% | $5,982+99.4% |
| Admin fee / account holder | $11 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |