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 | $321,952 | $176,056+82.9% | $159,436+101.9% | $167,490+92.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.35% | 331.75%-319.4pp | 263.57%-251.2pp | 478.56%-466.2pp |
| Employer contribution / active EE | $16,301 | $5,297+207.7% | $4,829+237.5% | $4,837+237.0% |
| Participant deferral / active EE | $14,331 | $7,750+84.9% | $7,352+94.9% | $6,341+126.0% |
| Admin fee / account holder | $115 | $12,554-99.1% | $10,799-98.9% | $12,309-99.1% |