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 | $293,386 | $157,256+86.6% | $141,162+107.8% | $152,861+91.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 23.79% | 64.32%-40.5pp | 71.39%-47.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $17,854 | $5,261+239.4% | $4,735+277.1% | $4,762+274.9% |
| Participant deferral / active EE | $7,927 | $7,109+11.5% | $6,709+18.2% | $5,850+35.5% |
| Admin fee / account holder | $157 | $12,120-98.7% | $10,261-98.5% | $11,596-98.6% |