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 | $297,797 | $177,572+67.7% | $154,803+92.4% | $142,382+109.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.05% | 65.07%-53.0pp | 58.88%-46.8pp | 217.08%-205.0pp |
| Employer contribution / active EE | $4,327 | $4,810-10.1% | $4,305+0.5% | $4,299+0.6% |
| Participant deferral / active EE | $16,038 | $6,272+155.7% | $5,540+189.5% | $6,507+146.5% |
| Admin fee / account holder | $263 | $16,786-98.4% | $14,329-98.2% | $12,624-97.9% |