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 | $321,309 | $176,056+82.5% | $159,436+101.5% | $167,490+91.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.18% | 331.75%-315.6pp | 263.57%-247.4pp | 478.56%-462.4pp |
| Employer contribution / active EE | $6,028 | $5,297+13.8% | $4,829+24.8% | $4,837+24.6% |
| Participant deferral / active EE | $9,175 | $7,750+18.4% | $7,352+24.8% | $6,341+44.7% |
| Admin fee / account holder | $236 | $12,554-98.1% | $10,799-97.8% | $12,309-98.1% |