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 | $270,523 | $198,466+36.3% | $170,442+58.7% | $147,584+83.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.14% | 257.29%-238.2pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $16,007 | $6,184+158.9% | $5,433+194.6% | $4,876+228.3% |
| Participant deferral / active EE | $9,992 | $5,629+77.5% | $4,939+102.3% | $5,439+83.7% |
| Admin fee / account holder | $240 | $16,852-98.6% | $13,880-98.3% | $10,885-97.8% |