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 | $487,195 | $165,335+194.7% | $149,696+225.5% | $158,922+206.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.98% | 348.15%-328.2pp | 276.60%-256.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,534 | $5,103-69.9% | $4,644-67.0% | $4,761-67.8% |
| Participant deferral / active EE | $6,938 | $7,181-3.4% | $6,842+1.4% | $5,982+16.0% |
| Admin fee / account holder | $37 | $10,807-99.7% | $9,309-99.6% | $11,246-99.7% |