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 | $256,293 | $111,724+129.4% | $93,606+173.8% | $145,922+75.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.11% | 202.98%-187.9pp | 133.20%-118.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $7,567 | $3,090+144.9% | $2,420+212.7% | $4,660+62.4% |
| Participant deferral / active EE | $6,660 | $4,912+35.6% | $4,411+51.0% | $6,688-0.4% |
| Admin fee / account holder | $32 | $10,250-99.7% | $8,285-99.6% | $13,397-99.8% |