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 | $348,942 | $210,698+65.6% | $178,014+96.0% | $145,959+139.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.45% | 386.27%-375.8pp | 294.80%-284.4pp | 561.95%-551.5pp |
| Employer contribution / active EE | $10,050 | $4,567+120.1% | $3,950+154.4% | $4,661+115.6% |
| Participant deferral / active EE | $26,750 | $6,958+284.4% | $6,276+326.2% | $6,689+299.9% |
| Admin fee / account holder | $15 | $12,016-99.9% | $10,362-99.9% | $13,398-99.9% |