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 | $419,289 | $165,335+153.6% | $149,696+180.1% | $158,922+163.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.75% | 348.15%-337.4pp | 276.60%-265.8pp | 302.83%-292.1pp |
| Employer contribution / active EE | $7,060 | $5,103+38.3% | $4,644+52.0% | $4,761+48.3% |
| Participant deferral / active EE | $13,167 | $7,181+83.4% | $6,842+92.5% | $5,982+120.1% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |