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 | $404,923 | $209,411+93.4% | $178,490+126.9% | $158,922+154.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.51% | 188.75%-173.2pp | 151.07%-135.6pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,975 | $5,706-65.4% | $5,011-60.6% | $4,761-58.5% |
| Participant deferral / active EE | $10,200 | $5,954+71.3% | $5,202+96.1% | $5,982+70.5% |
| Admin fee / account holder | $187 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |