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 | $393,400 | $197,591+99.1% | $177,821+121.2% | $158,922+147.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 40.57% | 58.76%-18.2pp | 48.32%-7.8pp | 302.83%-262.3pp |
| Employer contribution / active EE | $16,522 | $6,697+146.7% | $5,918+179.2% | $4,761+247.0% |
| Participant deferral / active EE | $15,167 | $8,405+80.5% | $7,714+96.6% | $5,982+153.5% |
| Admin fee / account holder | $242 | $15,399-98.4% | $12,427-98.1% | $11,246-97.8% |