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 | $257,339 | $176,056+46.2% | $159,436+61.4% | $167,490+53.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.70% | 331.75%-319.0pp | 263.57%-250.9pp | 478.56%-465.9pp |
| Employer contribution / active EE | $3,424 | $5,297-35.4% | $4,829-29.1% | $4,837-29.2% |
| Participant deferral / active EE | $9,950 | $7,750+28.4% | $7,352+35.3% | $6,341+56.9% |
| Admin fee / account holder | $129 | $12,554-99.0% | $10,799-98.8% | $12,309-98.9% |