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 | $365,577 | $202,432+80.6% | $169,368+115.8% | $139,434+162.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 26.64% | 531.74%-505.1pp | 405.60%-379.0pp | 372.94%-346.3pp |
| Employer contribution / active EE | $3,949 | $4,692-15.8% | $4,013-1.6% | $4,751-16.9% |
| Participant deferral / active EE | $3,217 | $6,938-53.6% | $6,221-48.3% | $6,710-52.1% |
| Admin fee / account holder | $235 | $10,708-97.8% | $9,003-97.4% | $11,403-97.9% |