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 | $340,771 | $197,591+72.5% | $177,821+91.6% | $158,922+114.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.61% | 58.76%-47.1pp | 48.32%-36.7pp | 302.83%-291.2pp |
| Employer contribution / active EE | $14,991 | $6,697+123.8% | $5,918+153.3% | $4,761+214.9% |
| Participant deferral / active EE | $11,960 | $8,405+42.3% | $7,714+55.0% | $5,982+99.9% |
| Admin fee / account holder | $143 | $15,399-99.1% | $12,427-98.9% | $11,246-98.7% |