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 | $306,250 | $185,822+64.8% | $169,993+80.2% | $139,434+119.6% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 27.88% | 60.50%-32.6pp | 53.37%-25.5pp | 372.94%-345.1pp |
| Employer contribution / active EE | $16,199 | $7,590+113.4% | $6,785+138.7% | $4,751+241.0% |
| Participant deferral / active EE | $18,140 | $11,622+56.1% | $10,408+74.3% | $6,710+170.3% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |