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 | $309,495 | $179,726+72.2% | $156,263+98.1% | $142,382+117.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.60% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $15,930 | $5,069+214.3% | $4,333+267.6% | $4,299+270.5% |
| Participant deferral / active EE | $15,284 | $6,956+119.7% | $6,158+148.2% | $6,507+134.9% |
| Admin fee / account holder | $27 | $17,272-99.8% | $14,255-99.8% | $12,624-99.8% |