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 | $545,945 | $198,466+175.1% | $170,442+220.3% | $147,584+269.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.66% | 257.29%-247.6pp | 205.93%-196.3pp | 578.55%-568.9pp |
| Employer contribution / active EE | $11,474 | $6,184+85.6% | $5,433+111.2% | $4,876+135.3% |
| Participant deferral / active EE | $8,142 | $5,629+44.6% | $4,939+64.8% | $5,439+49.7% |
| Admin fee / account holder | $217 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |