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 | $287,763 | $157,256+83.0% | $141,162+103.9% | $152,861+88.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 22.43% | 64.32%-41.9pp | 71.39%-49.0pp | 345.32%-322.9pp |
| Employer contribution / active EE | $11,550 | $5,261+119.5% | $4,735+143.9% | $4,762+142.5% |
| Participant deferral / active EE | $11,346 | $7,109+59.6% | $6,709+69.1% | $5,850+93.9% |
| Admin fee / account holder | -$378 | $12,120-103.1% | $10,261-103.7% | $11,596-103.3% |