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 | $252,245 | $183,963+37.1% | $162,163+55.5% | $152,861+65.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 15.21% | 150.76%-135.6pp | 115.59%-100.4pp | 345.32%-330.1pp |
| Employer contribution / active EE | $8,484 | $6,371+33.2% | $5,614+51.1% | $4,762+78.2% |
| Participant deferral / active EE | $6,304 | $8,034-21.5% | $7,298-13.6% | $5,850+7.8% |
| Admin fee / account holder | $201 | $13,121-98.5% | $10,843-98.1% | $11,596-98.3% |