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 | $396,801 | $209,411+89.5% | $178,490+122.3% | $158,922+149.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.53% | 188.75%-177.2pp | 151.07%-139.5pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,473 | $5,706-56.7% | $5,011-50.6% | $4,761-48.1% |
| Participant deferral / active EE | $10,670 | $5,954+79.2% | $5,202+105.1% | $5,982+78.4% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |