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 | $287,065 | $165,335+73.6% | $149,696+91.8% | $158,922+80.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.14% | 348.15%-328.0pp | 276.60%-256.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $5,879 | $5,103+15.2% | $4,644+26.6% | $4,761+23.5% |
| Participant deferral / active EE | $13,969 | $7,181+94.5% | $6,842+104.2% | $5,982+133.5% |
| Admin fee / account holder | $7 | $10,807-99.9% | $9,309-99.9% | $11,246-99.9% |