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 | $315,972 | $165,335+91.1% | $149,696+111.1% | $158,922+98.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.45% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $15,098 | $5,103+195.9% | $4,644+225.1% | $4,761+217.1% |
| Participant deferral / active EE | $16,047 | $7,181+123.5% | $6,842+134.5% | $5,982+168.2% |
| Admin fee / account holder | $76 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |