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 | $363,645 | $198,466+83.2% | $170,442+113.4% | $147,584+146.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.63% | 257.29%-236.7pp | 205.93%-185.3pp | 578.55%-557.9pp |
| Employer contribution / active EE | $28,168 | $6,184+355.5% | $5,433+418.5% | $4,876+477.6% |
| Participant deferral / active EE | $12,523 | $5,629+122.5% | $4,939+153.5% | $5,439+130.3% |
| Admin fee / account holder | $193 | $16,852-98.9% | $13,880-98.6% | $10,885-98.2% |