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 | $393,490 | $185,822+111.8% | $169,993+131.5% | $139,434+182.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 24.19% | 60.50%-36.3pp | 53.37%-29.2pp | 372.94%-348.8pp |
| Employer contribution / active EE | $11,778 | $7,590+55.2% | $6,785+73.6% | $4,751+147.9% |
| Participant deferral / active EE | $20,014 | $11,622+72.2% | $10,408+92.3% | $6,710+198.3% |
| Admin fee / account holder | $298 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |