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 | $333,212 | $209,411+59.1% | $178,490+86.7% | $158,922+109.7% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 16.99% | 188.75%-171.8pp | 151.07%-134.1pp | 302.83%-285.8pp |
| Employer contribution / active EE | $17,844 | $5,706+212.7% | $5,011+256.1% | $4,761+274.8% |
| Participant deferral / active EE | $6,612 | $5,954+11.0% | $5,202+27.1% | $5,982+10.5% |
| Admin fee / account holder | $100 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |