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 | $486,359 | $175,202+177.6% | $149,673+224.9% | $139,434+248.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.13% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,833 | $5,474-11.7% | $4,818+0.3% | $4,751+1.7% |
| Participant deferral / active EE | $12,273 | $6,519+88.3% | $5,680+116.1% | $6,710+82.9% |
| Admin fee / account holder | $47 | $16,150-99.7% | $13,210-99.6% | $11,403-99.6% |