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 | $283,074 | $138,065+105.0% | $123,544+129.1% | $135,375+109.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.80% | 153.68%-141.9pp | 119.20%-107.4pp | 519.73%-507.9pp |
| Employer contribution / active EE | $7,258 | $5,151+40.9% | $4,628+56.8% | $4,779+51.9% |
| Participant deferral / active EE | $8,443 | $6,799+24.2% | $6,426+31.4% | $5,609+50.5% |
| Admin fee / account holder | $291 | $10,916-97.3% | $9,284-96.9% | $10,827-97.3% |