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 | $334,209 | $238,490+40.1% | $180,183+85.5% | $142,382+134.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 16.59% | 33.56%-17.0pp | 27.86%-11.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $23,901 | $6,143+289.1% | $5,039+374.3% | $4,299+456.0% |
| Participant deferral / active EE | $15,500 | $7,996+93.8% | $6,822+127.2% | $6,507+138.2% |
| Admin fee / account holder | $20 | $28,866-99.9% | $19,975-99.9% | $12,624-99.8% |